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Private Wealth

A More Personal Approach to Private Wealth Management

Your financial future deserves thoughtful guidance and a plan built around what matters most to you. At Bank of Oklahoma Private Wealth, you'll work with an experienced team that takes the time to understand your goals, coordinate strategies across your financial life and help you navigate opportunities and challenges with confidence.

Here’s what that means for you:

Dedicated guidance from an experienced wealth advisor who understands your goals.
Personalized strategies tailored to your financial life, family and future.
Private banking, investments, trust services and financial planning coordinated through one relationship.
Local service backed by the strength and stability of BOK Financial.

Comprehensive Wealth Management Services for Every Stage of Life

Private banking

Enjoy customized credit terms, sophisticated checking options with many benefits, special CD rates and dedicated service.

Trust services

Protect your assets with the help of skilled and experienced fiduciary professionals trained to handle your financial affairs and estate administration.

Specialty asset management

BOK Financial Corporation is one of the largest and most well-established North American specialty asset managers.

Investment management

Work with our investment managers to develop your unique strategy, without being tied to certain partners or limited to specific portfolios.

Private banking

Enjoy customized credit terms, sophisticated checking options with many benefits, special CD rates and dedicated service.

Trust services

Protect your assets with the help of skilled and experienced fiduciary professionals trained to handle your financial affairs and estate administration.

Specialty asset management

BOK Financial Corporation is one of the largest and most well-established North American specialty asset managers.

Investment management

Work with our investment managers to develop your unique strategy, without being tied to certain partners or limited to specific portfolios.

Insurance

Strengthen your wealth management and business succession strategies with comprehensive insurance solutions.

Financial planning

Experience the comfort level and confidence to chart your course with advice from people you trust.

Specialized services

We offer extensive services and solutions to help you protect and manage your wealth.

Protect your wealth

Our wealth advisors can help you achieve your financial goals.

Grow your wealth

Your investment goals are diverse. And we have the experience to suit.

Living with intentionality

Recently, we’ve been asking our customers a single question that is meant to not only challenge but inspire them.

Protect your wealth

Our wealth advisors can help you achieve your financial goals.

Grow your wealth

Your investment goals are diverse. And we have the experience to suit.

Living with intentionality

Recently, we’ve been asking our customers a single question that is meant to not only challenge but inspire them.

Let's Talk

We look forward to helping you protect and manage your wealth. Give us a call and we will contact you.

Private Banking
Tulsa Area: 918-293-7560
Oklahoma City Area: 405-272-2558

Family Office Services
214-525-7696

Trust Services
Tulsa Area: 918-293-7560
Oklahoma City Area: 405-272-2348

Fiduciary Services
Tulsa Area: 918-293-7560
Oklahoma City Area: 405-272-2348

Financial Planning
Tulsa Area: 918-293-7572
Oklahoma City Area: 405-272-2565

Investments
Tulsa Area: 918-293-7572
Oklahoma City Area: 405-272-2565

Mineral Management
918-779-6616

Real Estate Services
918-779-6611

Additional Contact Information