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PROTECTING YOUR ASSETSTrust Services | Foundation Management | Estate AdministrationLEARN MORE
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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.


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

SPOTLIGHT – Positive Tomorrows
Learn how Positive Tomorrows helps central Oklahoma students and families facing homelessness succeed in the classroom and beyond.

When Fireworks Aren’t Fun
Taking proactive steps with your estate plan can diffuse tensions among beneficiaries.

Maximizing Profits and Tax Efficiency
Exploring the Power of a Deferred Sales Trust for Financial Flexibility

AI: The Next Revolution?
Examining the Impact and Implications of Artificial Intelligence on Markets and Beyond
Tulsa
Tel (918) 744-0553
Oklahoma City
Tel (405) 840-8401