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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.


Spousal Lifetime Access Trusts
The Spousal Lifetime Access Trust may be the perfect tool to shift assets out of your taxable estate.

SPOTLIGHT – Parent Child Center of Tulsa
Learn more about PCCT, working hard to prevent child abuse and neglect in our community.

The Home-Buying Boom
Suggestions on how to make the most of the booming real estate market.

ViewPoint – A Letter From the Desk of Jim Arens
The pandemic may have changed many things but one aspect of our business has not.

Bitcoin Basics
Bitcoin has been described as 'digital gold.' But what exactly is it?

One For the History Books
With more free time in 2020, Nick dived into the U.S. history. Check out his favorite non-fiction books.

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.

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.
Tulsa
Tel (918) 744-0553
Oklahoma City
Tel (405) 840-8401