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Private Wealth

Insurance

We all strive for Plan A, but it's good to have a Plan B. Smart money is prepared for any financial possibility. Our advisors can help you assess risk and plan accordingly.

Be Prepared for What If

We make it easy for you to safeguard your wealth, minimize estate taxes and provide long-term financial security for your family. We also offer insurance strategies for business owners. We have a comprehensive range of insurance solutions, including:

  • Term and permanent life insurance
  • Disability insurance
  • Long-term care insurance
  • Premium finance
  • Personal lines

You’ll receive unbiased guidance and insurance strategies tailored to your needs, so you and your loved ones have peace of mind.

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.

Private Banking
Tulsa Area: 918-293-7582
Oklahoma City Area: 405-272-2558

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: 405-272-2085

Investments
Tulsa Area: 918-293-7572
Oklahoma City Area: 405-272-2085

Mineral Management
918-779-6616

Real Estate Services
918-779-6620

Additional Contact Information