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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

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.


SPOTLIGHT – Sharing Tree
Learn how Sharing Tree is bringing dignity to the shopping experience for central Oklahoma individuals and families in need.

The Time for Gifting
Making gifts to family and charity doesn’t have to be a year-end chore.

Off to a Good Start
Three Ways to Gift Money to Children and Grandchildren

ViewPoint – A Letter From the Desk of Jim Arens – January 2023
We greet 2023 with hopes of a more peaceful year globally. Share in our news of recent transitions within our company.

Is Cash Still Trash?
With the Fed’s rate hikes and checking and savings yields low, it might pay to move your money from your bank.
Tulsa
Tel (918) 744-0553
Oklahoma City
Tel (405) 840-8401