Arvest Wealth Management
CUSTOMIZED SOLUTIONS DESIGNED FOR YOUR SPECIFIC SITUATION
Strategic planning provides a clear idea of the steps you need to take to reach the next stage in your life.
- Plan for Retirement
- Manage your Trusts
- Protect your Assets
Diligent attention to your investments gives you the confidence of knowing you're moving closer to your retirement goals every day.
- Investment Management
- Insurance Solutions
- Save for Education
We know organizing your assets and protecting your wealth can seem complicated. Arvest Wealth Management wants to help make it easy.
Our Client Advisors and Trust Officers are in several locations throughout Arvest communities. They can personally help you achieve your financial goals so you won’t have to worry about what lies ahead.
Arvest Wealth Management specializes in:
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.