Preserve Your Wealth For Future Generations

ARVEST WEALTH MANAGEMENT PROVIDES COMPLETE TRUST MANAGEMENT SERVICES:

  • Trustee Services
  • Executor Services
  • Retirement and Investment
  • Estate Settlement
FIND A TRUST OFFICER

Trust and Estate Services

Today’s accomplishments will establish tomorrow’s legacy. As your assets grow, preserving your wealth for future generations and for philanthropic purposes becomes increasingly important. That’s where Arvest Trust can help you.

Trust professionals, wealth and insurance advisors, and other specialists within Arvest Wealth Management can help you map out the legacy you wish to leave for future generations. You can count on the experience and expertise of our team to protect your personal, estate and business assets from family conflicts, lawsuits, taxes and other inheritance issues — even after you’re gone.

We look after your best interests. In coordination with your personal attorney and tax advisor, we administer trusts and coordinate asset management, working with your other advisors as needed, to implement an effective financial management program that meets your goals, expectations and long-term wishes.

Let us help you build, manage and protect your wealth when you put your assets in trust. Our trust officers have decades of experience and industry knowledge. We can provide you with trust administration, custodial accounts, trust real estate management, tax expertise, portfolio development and legacy planning.

Trustee or Co-trustee Services

Managing your assets and all the legal details involved requires a level of objectivity, specialized knowledge, experience and dependability that has been our hallmark for generations.

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Investment Management

Our comprehensive management services will help you and future generations benefit from the full potential of your investments.

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Executor Services

Allow your family to focus on mourning by hiring a team of experts who will remain objective and professional in the full-time administration of your trust and its assets.

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Retirement Planning

Whether you're just starting to think about retirement or are already retired, we can help you plan for your non-working years. The first step in planning for your future begins with an evaluation of your retirement objectives. Take advantage of a consultation from one of our Client Advisors. We'll work with you to help develop a strategy to fit your future goals.

LEARN MORE
Arvest Trust & Estate Services
Trust & Estate Services
Preserve Your Wealth for Future Generations

Today’s accomplishments will establish tomorrow’s legacy. As your assets grow, preserving your wealth for future generations and for philanthropic purposes becomes increasingly important. That’s where Arvest Trust can help you.

Trust professionals, wealth and insurance advisors, and other specialists within Arvest Wealth Management can help you map out the legacy you wish to leave for future generations. You can count on the experience and expertise of our team to protect your personal, estate and business assets from family conflicts, lawsuits, taxes and other inheritance issues — even after you’re gone.

We look after your best interests. In coordination with your personal attorney and tax advisor, we administer trusts and coordinate asset management, working with your other advisors as needed, to implement an effective financial management program that meets your goals, expectations and long-term wishes.

Let us help you build, manage and protect your wealth when you put your assets in trust. Our trust officers have decades of experience and industry knowledge. We can provide you with trust administration, custodial accounts, trust real estate management, tax expertise, portfolio development and legacy planning.


Trustee or Co-trustee Services

Managing your assets and all the legal details involved requires a level of objectivity, specialized knowledge, experience and dependability that has been our hallmark for generations.

LEARN MORE

Investment Management

Our comprehensive management services will help you and future generations benefit from the full potential of your investments.

LEARN MORE

Executor Services

Allow your family to focus on mourning by hiring a team of experts who will remain objective and professional in the full-time administration of your trust and its assets.

LEARN MORE

Retirement Planning

Whether you're just starting to think about retirement or are already retired, we can help you plan for your non-working years. The first step in planning for your future begins with an evaluation of your retirement objectives. Take advantage of a consultation from one of our Client Advisors. We'll work with you to help develop a strategy to fit your future goals.

LEARN MORE

Investment products and services provided by Arvest Investments, Inc., doing business as Arvest Wealth Management, member FINRA/SIPC, an SEC registered investment adviser and a subsidiary of Arvest Bank. Securities offered and cleared through Pershing LLC, a BNY Mellon company, member NYSE/SIPC. Insurance products made available through Arvest Insurance, Inc., which is registered as an insurance agency. Insurance products are marketed through Arvest Insurance, Inc., but are underwritten by unaffiliated insurance companies.

The Investment Management Group (IMG) is comprised of Arvest Wealth Management registered investment adviser representatives who provide portfolio management services with respect to certain of Arvest Wealth Management’s investment advisory wrap fee programs.

Investments and Insurance Products: Not a Deposit | Not Guaranteed by the Bank or its Affiliates | Not FDIC Insured | Not Insured by Any Federal Government Agency | May Go Down in Value

Additional Arvest Wealth Management Disclosures are available here.
For more information about FINRA, please visit www.finra.org.
For more information about SIPC, please visit www.sipc.org.
For more information about the SEC, please visit www.sec.gov.

Trust services provided by Arvest Bank.

Arvest Wealth Management home office located at 921 West Monroe Avenue, Lowell, AR 72745; mailing address P.O. Box 1515, Lowell, AR 72745.