M.S. Wealth Management, LLC Facebook ad: “The Investor's Table”

Ran for 3 days, from March 5 to March 8, 2026, the last day Crush saw it.

Run by M.S. Wealth Management, LLC on Facebook. Crush is not the advertiser and does not verify its claims. See this ad in Meta's Ad Library(opens in a new tab)

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About this ad

Meta Ad Library ID: 908958471766924
Platforms: Facebook, Instagram, Audience Network, Messenger and Threads
Relaunches: 0
Niche: Finance & Trading

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Ad text

A Private Steakhouse Dinner for Investors Join us for an intimate, complimentary evening designed for individuals who value thoughtful investment strategy, meaningful conversation, and exceptional dining. 📅 March 12th, 2026 ⏰ 6:00 – 8:00 PM 📍 The Ranch Steakhouse — 2120 24th Ave NW, Norman, OK 73069 This private dinner gathering is intentionally limited to maintain a relaxed, high-quality discussion among investors who are actively managing their long-term financial future. ⸻ 🧠 Topics We’ll Explore • Understanding portfolio risk and market exposure • Strategies to help protect and preserve wealth • Direct indexing and tax-efficient portfolio construction • Managing taxes when transitioning investment portfolios • Structuring investments for long-term tax efficiency • Transparent performance reporting and ongoing portfolio oversight ⸻ 👤 Who This Event Is Designed For Investors who: • Are actively managing retirement or brokerage accounts • Want to better understand tax-efficient investment strategies • Are evaluating how their current portfolio is positioned for the future • Appreciate a thoughtful conversation around wealth management ⸻ Seating is very limited to ensure a high-quality experience. If you’re interested in attending, please request an invitation using the link below or contact us directly. 📞 903-300-5353

Where the ad sends people

theinvestorstablemarch.splashthat.com

The Investor's Table

Join us for an intimate, invitation- only evening designed for established investors who value meaningful conversation, elevated strategy, and exceptional dining. This private dinner is reserved for individuals with $200k+ in investable assets and is intentionally limited to ensure a high-quality e...