Outstanding professionals who take your needs and desires into consideration with the care of your wealth.
December 2021
A few months of working with them on investments and have nothing but good things to say
May 2019
Janie Cotton is incredible. Having her handle our title work for our home was the best -extremely diligent, friendly and so so helpful. Thank you Janie!
We provide a wide range of wealth management solutions customized for each individual, family, foundation or organization we serve. We pursue solutions. We opened our doors in 1981, making us the oldest and largest independent trust company in Oklahoma. Due to our independence, we’re not influenced by the priorities of someone far removed from our clients. As a fiduciary, our obligation is to always act in our clients’ best interests. We combine our established history with the experience and the skills our professionals have gained throughout the years. Our team includes dedicated attorneys, CPAs, Chartered Financial Analysts, Certified Trust and Financial Advisors, Certified Financial Planners, Qualified Retirement Plan Specialists.
