Specialized Services

Wealth management isn't one thing. It's everything.

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Customized Solutions for Managing Your Wealth.

There's no one-size-fits-all strategy for managing wealth. The Private Wealth team knows your long-term goals are more than abstract dollar amounts. They're dreams and ambitions for your family, your business and your legacy. That's why we offer extensive services and solutions to help you protect and manage your wealth.

A Wide Range of Personalized Services

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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

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

Wealth Management Resources

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