Private Wealth

Protect Your Wealth

Our wealth advisors can help you achieve your financial goals.

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Grow Your Wealth

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

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Living with Intentionality

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

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

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.

Who do you trust with your financial future?

Personalized Investment Management

Work with our investment managers to develop personalized strategies, without being tied to specific partners or portfolios.

Dedicated Advisor Team

An extensive staff of informed banking professionals are on call. They will listen, advise and adjust your portfolio as needed.

Depth of Experience

Our seasoned bankers craft sophisticated solutions tailored to your individual needs by listening, asking questions and getting to know you.

Focused on the Long Term

Private wealth management isn’t an add-on service for us. Our first client came to us in 1918. And that relationship is still with us today.

Planning for the future

The future is far more important than dollar amounts. Dreams, ambitions, family and your legacy are our top priority.
Your Dedicated Team

The person sitting across the table from you can be your most valuable asset. At Bank of Oklahoma, we emphasize personalized service and follow-through. And we believe the numbers speak for themselves:

• Skilled advisors well-versed in financial issues
• One-on-one communication with your wealth advisor who builds a      relationship with you
• National backing with BOK Financial and its team of affiliates
• Contact us via banking centers, phone or email

Let's Talk

We look forward to helping you protect and manage your wealth. Give us a call, or complete the form and we will contact you. 

Contact Us
Contact Us

Private Banking:
Tulsa Area: (918) 293-7582
OKC Area: (405) 272-2558

Fiduciary Services:
Tulsa Area: (918) 293-7561
OKC Area: (405) 272-2129

Financial Planning:
Tulsa Area: (918) 293-7576
OKC Area: (405) 272-2027

Investments:
Tulsa Area: (918) 293-7560
OKC Area: (405) 272-2027

For all markets:
Mineral Management: (918) 779-6613
Real Estate Services: (405) 936-3789

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Wealth Management is More Than Money

Let the Private Wealth team offer you trusted advice and peace of mind.
Leaving a Legacy

Are your heirs ready to manage the wealth they will inherent? Learn more about how you can help prepare this next generation for wealth management — today.
Making the Most of Your Mineral Rights

Managing your mineral rights can be a challenging endeavor. With limited time and experience, you might find yourself leaving money on the table.
Making Your Money Work for You

Maintain and grow your wealth for now and for the future. Find articles, tips and resources that can help you forge your financial path forward.
Protecting Your Wealth

You and your family should keep what you've worked so hard to build. Take measures now to safeguard the future of your assets and ensure your peace of mind.
Transferring Your Business

Maintain control of your business transference as you continue to draw a steady income. Consider the numerous financial instruments available to help continue all that you've built.