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.

ABOUT US
Our Latest.
Whittney Stauffer Joins Friends of Finance

Fall 2025 Investment Perspectives

We discuss maximizing 2025 charitable donation tax deductions, changes to Oklahoma's trust laws, and family charitable mission statements.
Read more
Several $100 bills are rolled together and wrapped with a red ribbon, topped with a bow

Smarter Gifting for 2025: Key Tax Strategies for the End of the Year

To maximize the impact and tax efficiency of year-end charitable donations, consider these key tax strategies.
Read more
A hand is holding a red pen, hovering over paperwork

Strengthening Oklahoma Trusts Through Greater Transparency

Oklahoma has recently modernized its trust laws by adopting the Oklahoma Uniform Trust Code. But what does that mean for trustees?
Read more
A multigenerational family stands on a hill overlooking a forested area. An older couple stands in the foreground looking at the younger people in the background.

The Power of Defining Your Family’s Philanthropic Legacy

A family charitable mission statement can provide clarity, unity, and purpose by defining the family's shared vision for making an impact.
Read more

Quarterly Market Review — Q3 2025

Both U.S. and non-U.S. stocks posted strong returns during the quarter, with the S&P 500 having its best return for Q3 since 2020.
Read more
PreviousNext
© Copyright 2025 - Trust Company of Oklahoma. All Rights Reserved.
The owner of this website has made a commitment to accessibility and inclusion, please report any problems that you encounter using the contact form on this website. This site uses the WP ADA Compliance Check plugin to enhance accessibility.