Oklahoma's Trusted Financial Partner
Over $6 Billion Assets Under Management
A testament to the trust our clients place in us: We are proud to manage over $6 billion in assets for families and businesses just like yours.
Specialized Guidance for Every Path
Private Wealth Management
You have worked hard to build a portfolio of $2 million or more. Now, you need a partner who understands the complexities of significant wealth. We provide the tailored growth and preservation strategies required to protect your lifestyle and secure your future.
Trust Services for Multigenerational Wealth
You want to ensure your family is protected and your intentions are honored. Our fiduciary experts provide the guidance you need to navigate trust administration and estate planning, giving you and your heirs peace of mind through every transition.
Retirement Plans That Work for You and Your Team
You are committed to the people who make your company successful. We help you design and manage 401(k) retirement plans that attract top talent and reduce your corporate risk, allowing you to stay focused on growing your business.
Empowering Your Mission Through Financial Stewardship
You are dedicated to making a difference in the community. We provide the financial stewardship your foundation or nonprofit needs to manage and grow its assets, so your team can focus entirely on achieving your mission.
Year
Founded
Tulsa &
Oklahoma City
Assets Under
Management
Team
Members
Our Team
Since 1981, we’ve helped individuals, families, and organizations preserve their wealth, navigate uncertainty, and build lasting financial legacies. We all have one guiding mission: to give you financial peace of mind.
We have built our firm so that every recommendation is driven by your specific goals rather than outside incentives or corporate pressure.
Founded in 1981, we are the state's oldest independent trust company. We deliver personalized service shaped by decades of local experience.
Our team includes, CPAs, CFP® professionals, and CFA® charterholders, all working collaboratively for you.
We take the time to understand your unique needs and goals. Our hands-on, attentive guidance is personalized to your specific situation.
During life's transitions or tough moments, our team is your steady partner, respectful, responsive, and reliable.
We offer comprehensive planning that considers all elements of your financial life. By integrating your investments, estate planning, and legacy goals, we provide a unified strategy designed to secure your future.
Expert Wealth Management
Let us help you build your financial legacy. At Trust Company Oklahoma, you’re more than a client. You’re a neighbor, and we honor the trust you place in us.