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PROTECTING YOUR ASSETSTrust Services
Foundation Management
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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.


Getting Banks Back on Track
Understanding Recent Bank Failures and How They Compare to 2008

Key Provisions of the SECURE Act 2.0
The new law expands savings opportunities and provides a new option for unused 529 plan balances.

Real Estate Trends Amid Pandemic Recovery
Supply is high in Oklahoma, but buyers face market fears, inflation, and high mortgage rates.

SPOTLIGHT – South Tulsa Community House
Learn how South Tulsa Community House helps individuals and families combat hunger and poverty, ultimately empowering clients to independence.

January 2023 Investment Perspectives
We discuss the economic outlook for 2023, whether cash is still trash, gifting to children & grandchildren, and why charitable giving doesn't have to be so stressful.
Tulsa
Tel (918) 744-0553
Oklahoma City
Tel (405) 840-8401