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Womack Investment Advisers, Inc.
1366 E 15th St
Edmond, OK 73013
Phone: (405) 340-1717
Fax: (405) 340-6091
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Household Income Minimum: $0 Investable Asset Minimum: $250,000
For over 25 years, Greg Womack has been an active professional in the financial services industry. His business experience teamed with his simple, yet dynamic, delivery of financial core concepts makes him a great guest speaker for any organization. Womack specializes in helping his clients find their sense of financial purpose and helps them create a plan for wealth management. Womack has earned the professional certification by the College of Financial Planners. He serves as President and Principal of Womack Investment Advisers, Inc. (WIA), an independent registered investment advisory firm. He also services as general partner for the Trinity Gold Fund, L.P. and the Trinity Global Growth & Income Fund, L.P. WIA and Trinity are separate companies engaged in the investment advisory business. His practice focuses on providing clients with a wide range of planning services, with an emphasis on investment management and fee-based planning. He has built his practice on the use of individualized financial plans to help clients make profitable steps towards their life goals. His book Wisdom and Wealth, A Christian's Guide to Managing Your Life and Your Finances gives readers a solid understanding of how to create, preserve and continue their wealth and well-being. You can learn more about Womack's book at: http://www.wisdomandwealthonline.com
Womack has earned the professional certification by the College of Financial Planners. He serves as President and Principal of Womack Investment Advisers, Inc. (WIA), an independent registered investment advisory firm. He also services as general partner for the Trinity Gold Fund, L.P. and the Trinity Global Growth & Income Fund, L.P. WIA and Trinity are separate companies engaged in the investment advisory business.
His practice focuses on providing clients with a wide range of planning services, with an emphasis on investment management and fee-based planning.
He has built his practice on the use of individualized financial plans to help clients make profitable steps towards their life goals. His book Wisdom and Wealth, A Christian's Guide to Managing Your Life and Your Finances gives readers a solid understanding of how to create, preserve and continue their wealth and well-being. You can learn more about Womack's book at: http://www.wisdomandwealthonline.com
Over 25 years of experience in the financial services business. Greg Womack has been providing fee-based financial planning and investment advisory services since 1990. Specialties include:* Crafting a financial plan that encompasses the client's life goals and providing recommendations on how to best work toward them. * Investing client's money to help provide downside protection with growth potential to meet future needs based upon risk assessment. We utilize a broad range of investment securities, including individual stocks, bonds, mutual funds, exchange traded funds, unit investment trusts, closed-end funds, stock options, and specialty areas such as managed futures and private real estate trusts. * Estate planning options that include strategies to reduce or eliminate federal estate taxes, provide a lifetime income stream to heirs and special needs. Charitable gifting strategies are used for those who want to leave a legacy to their communities and/or organizations they cherish. No matter what stage of wealth planning you are in...the Creation phase, the Preservation phase or the Continuation phase...we may have just the plan for you.For more information on Womack's experience and the services he provides, and for a no-obligation visit, log onto: www.womackadvisers.com
Specialties include:
* Crafting a financial plan that encompasses the client's life goals and providing recommendations on how to best work toward them. * Investing client's money to help provide downside protection with growth potential to meet future needs based upon risk assessment. We utilize a broad range of investment securities, including individual stocks, bonds, mutual funds, exchange traded funds, unit investment trusts, closed-end funds, stock options, and specialty areas such as managed futures and private real estate trusts. * Estate planning options that include strategies to reduce or eliminate federal estate taxes, provide a lifetime income stream to heirs and special needs. Charitable gifting strategies are used for those who want to leave a legacy to their communities and/or organizations they cherish.
No matter what stage of wealth planning you are in...the Creation phase, the Preservation phase or the Continuation phase...we may have just the plan for you.
For more information on Womack's experience and the services he provides, and for a no-obligation visit, log onto: www.womackadvisers.com
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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