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PROTECTING YOUR ASSETSTrust Services
Foundation Management
Estate AdministrationLEARN MORE -
GROWING YOUR WEALTHInvestment Management
Oil and Gas Management
Real Estate Management
Corporate Retirement PlansLEARN MORE -
ADVISING YOU FOR LIFERetirement Planning
Estate Planning Advisory
Insurance Review
Business Succession AdvisoryLEARN MORE

Protecting Your Assets | Growing Your Wealth | Advising You For Life
We offer asset protection and investment management strategies to help you conserve your assets during your lifetime and pass them to future generations and charities. We provide fiduciary services and independent, unbiased financial advice about your estate, retirement planning, and business succession.
Our Latest.


January 2021 Investment Perspectives
Our experts reflect on the economic trends likely to impact investors in 2021, preventive financial care and estate planning lessons from Walden.

ViewPoint – A Letter From the Desk of Jim Arens
Despite the challenges brought by the COVID-19 pandemic in 2020, we have reasons to celebrate and great news about our professional team.

SPOTLIGHT – Oklahoma Lawyers for Children
Learn more about OLFC, working tirelessly to provide legal representation for abused and neglected children in foster care.

The Importance of Preventive Financial Care
Its better to be safe than sorry. Make your estate planning a priority in 2021.

Through Thick And Thin
2020 was without a doubt an interesting year. Despite all the challenges, the economy rebounded sharply. What does the future have in store for 2021?

Walden, Donuts and Estate Planning
Lessons on estate planning from Thoreau's masterpiece.

One Hundred Years Later – Dispatches From Route 66
Are you suffering from Presidential Election Fatigue? Let's take a look at the 1920 U.S. Election for some healthy historical perspective.

2021 Retirement Plan Contribution Limits
Learn how much you can contribute in 2021 toward your retirement.

More Confidence, Less Cash – Dispatches From Route 66
What will it take to get us back on the horse and reignite the U.S. economy?

SPOTLIGHT – Clarehouse
Learn more about Clarehouse, a community home for dying individuals that has served Northeastern Oklahoma for 17 years.

A Leader’s Legacy – Saying Farewell to Tom Wilkins
Recently, Thomas W. Wilkins retired as CEO of Trust Company of Oklahoma after 30 years serving our clients. He will remain as Chairman of our Board of Directors and the values he has instilled in all of us are his strongest legacy.
Tulsa
Tel (918) 744-0553
Oklahoma City
Tel (405) 840-8401