Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients’ lives, announced it has acquired the investment advisory business of Servo Wealth Management, an independent registered investment adviser (RIA) in Oklahoma City. Led by owner and founder Eric Nelson, the team manages more than $210 million in client assets.
Founded in 2012, Servo Wealth Management provides investment management, financial planning and wealth counseling to individuals and families, including physicians, attorneys, executives, small business owners and retirees. The firm emphasizes a disciplined, straightforward approach to investing designed to help clients achieve and maintain financial independence while leaving a lasting legacy.
Prior to founding Servo Wealth Management, Eric Nelson worked at Equius Partners in Northern California, an experience he credits with helping shape his approach to investing and client service. His decision to join Wealth Enh
