What's your idea of wealth?
At Bank of Oklahoma, we believe that wealth means something different to each and every person. Whatever your idea of wealth may be, our experienced team of financial professionals is here to help you achieve it.
Putting your ideas to work
From savings accounts and investment options to personalized financial planning services, we have everything you need to build a solid financial foundation and set yourself up for success. So take a moment to reflect on what wealth means to you. Whatever it is, the financial professionals at Bank of Oklahoma are ready to help guide you toward a truly rich and fulfilling life, because, tailoring your goals to your interests for us is deeply personal. Helping your hard-earned money go further, with your goals in mind—that's our idea of wealth.
Ways to work with us
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Personal Investment Services
We have a passion for sound investing. More importantly, we are passionate about understanding your life’s ambitions. Let’s navigate the path to your future goals, together.
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Private Wealth Management
We take a personal approach with our clients. It’s supported by a comprehensive offering of services designed to manage and protect your wealth. Its foundation is built on trust, earned over time.
Our investment philosophy
We want to understand what money means to you and the purpose you want it to serve—so that together we can set an appropriate investment objective and help you work toward your long-term goals. Underscoring our philosophy are three pillars:
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Relationships begin with knowledge
Good financial advice comes from advisors who know you and understand what matters most to you.
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Process — not products — leads to objective advice
Because we’re not tied to any one set of financial products, we’re free to suggest a mix of investments with YOUR goals in mind. Your investment objectives and risk tolerance drive our recommendations.
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Proactive oversight and communication produce results
After we help put your plan into action, we continue to work with you. Together, we can help keep objectives in focus, even as your situation changes.
Financial Planning
To meet your goals in life, you need a plan. And in today’s complex financial world, you may feel that planning for the future is more complicated than ever. Our team of financial planning professionals will help you make sound decisions about money to help you reach your life’s goals.
Insights and Resources
Unemployment creeping up—but labor market still strong
Strong job numbers may mean slower Fed rate cuts
Would new tariffs make inflation rise—or fall?
Trump’s previous tariffs were deflationary, but that doesn’t mean the next will be
Exploring the deeper effects of more tariffs
Potentially more US production but higher prices and less global cooperation expected
Have we lived through the first ‘global election?'
Post-election webinar: Navigating the path ahead
Rate cut expectations shift post-election
Strong economic growth may allow the Fed to slow rate cuts
What’s ahead for the U.S. dollar?
Stronger dollar could be headwind for U.S. companies exporting goods
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