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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.


The Fed’s War on Inflation
Is an economic “soft landing” possible with historically high inflation?

ViewPoint – A Letter From the Desk of Jim Arens – April 2022
Our Oklahoma City team is moving to an office – one that will is better serve our clients and our employees.

Finding Peace With Your Possessions
You love your things – but how do your heirs feel about them?

Is There a Pilot on Board?
Choosing your successor trustee is a lot like choosing a co-pilot – be careful who you choose to handle your assets after your death.

SPOTLIGHT – NewView Oklahoma
Learn how NewView Oklahoma has been helping empower those who are blind or have low vision since 1949.
Tulsa
Tel (918) 744-0553
Oklahoma City
Tel (405) 840-8401