Providing individuals, families, and businesses with
fiduciary services and unbiased financial advice since 1981.

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.

More Confidence, Less Cass - Dispatches From Route 66

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What will it take to get us back on the horse and reignite the U.S. economy?

SPOTLIGHT - Clarehouse

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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

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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.
It Takes a Team

It Takes a Team - The Recipe for Successful Estate Planning

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Couples get better investment results when both spouses discuss their views with their financial professionals.
Whittney Stauffer Joins Friends of Finance

ViewPoint - A Letter From the Desk of Jim Arens

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It is my pleasure to share with you some great news about our professional team.

Disconnected and Detached - Stock Market v. Economic Reality

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A comprehensive overview of the stock market in 2020.
Whittney Stauffer Joins Friends of Finance

October 2020 Investment Perspectives

A comprehensive overview of the stock market, the recipe for successful estate planning, saying farewell to Tom Wilkins, welcoming new professionals and more.
HAZARDS OF OTHER PEOPLES MONEY

Hazards of Other People's Money

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Six tips to avoid mistakes and litigation when serving as individual trustee.

To Infinity and Beyond - Dispatches From Route 66

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It's an Apple-and-Tesla new world. Let's talk about paradigm shift.
Investment Management & Retirement Planning

Estate Planning for Children Moving Out

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The essential estate planning documents to ensure your new adult is legally and financially prepared for adulthood.
Investment Management: The Trend Is Your Friend

The Trend Is Your Friend

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Investment management in the time of COVID-19, government interference, and low interest rates. Keep an eye on the trends.
Whittney Stauffer Joins Friends of Finance

Whittney Stauffer Joins Friends of Finance Board of Directors

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Stauffer will serve the organization during the 2020-2021 school year.

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