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.

Don’t Judge a Book (or a Nursing Home) by Its Cover

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Selecting an assisted living facility for a parent or grandparent is not an easy job. Understand a few key components to ensure quality care and happiness for your loved ones.

Tulsa World: Jim Savage and Tracey Sealy Join Trust Company of Oklahoma

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We are pleased to announce that Jim Savage and Tracey Sealy joined our team as a senior vice president in the Investment Management division and marketing officer in the Corporate division, respectively.

The Fiduciary Rule: What It Means For You

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We have served our clients with a fiduciary duty since our founding in 1981.

Two Rules To Live By - Bob's Market Observations

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Life's better when you follow those two simple principles.
financial abuse in elders

Alzheimer's And Dementia Patients Are Easy Prey For Scammers

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Avoid being a victim of financial exploitation.

Don't Be A Silo

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Individual trustees do not need to face all the challenges alone.

July 2019 Investment Perspectives

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Our experts comment on the stock markets, estate planning, taxes and more.

Spotlight - Resonance

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Resonance is a center for women, helping improve lives and rebuild families.

ViewPoint - Why Clients Do Business With Us

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I have many reason to be proud of who we are and the services we offer

The New Tax Law & the Economics of Divorce

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Understand the new tax law before untying the knot

Honey, We Forgot The Car!

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How to handle cars in estate planning

Trying Not To Be a Dodo

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Changing Political Climate Threatens Fiscal Conservative Species

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