Preserve your Wealth for Future Generations
Arvest Wealth Management Provides Complete Trust Management Services:
- Trustee Services
- Executor Services
- Retirement and Investment
- Estate Settlement
Trust & 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.
Investment Management
Our comprehensive management services will help you and future generations benefit from the full potential of your investments.
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.
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
