DESIGNED FOR YOU
BUILD YOUR FUTURE
Plan For Everything
It's never too late nor too early to start planning for the future.
Whether you are preparing for retirement, education, investment, insurance, or your estate, you can place confidence in Arvest Wealth Management to help prepare you for big events in your life, including:
Learn more about how Arvest can help you prepare for what the future holds.
Our knowledgeable Client Advisors can help put you on the right path.START PLANNING
Investing doesn't have to be complicated.
Arvest Wealth Management offers experienced Client Advisors throughout our communities who can personally help you manage your investment portfolio including stocks, mutual funds and annuities. Our qualified financial advisors are committed to helping you manage, protect and grow wealth to meet your needs.
We can also help you invest for retirement. If you have an old 401(k) from a previous employer, you may benefit from rolling it into a 401(k) or IRA with us. Our Client Advisors can help you navigate the next steps.FIND A CLIENT ADVISOR
Let an Advisor Contact You
Trust and Estate Services
Managing your wealth isn’t just about planning for the near future. It is also about the legacy you want to leave. Preserving your wealth for future generations and philanthropic purposes can be very important.
Arvest Wealth Management offers Trust Officers who will look after your best interests and will help you with:
Insurance is about security. Part of protecting your wealth is having insurance in the case of death, disability, or long-term care.
Arvest Wealth Management offers personal assistance to help you find the types of insurance best suited for your personal, business, and estate planning needs. Learn more about how we can help with:
Arvest offers a series of financial calculators that can help you identify savings and investment goals, such as:
Guided by our commitment to personal service and our mission to provide financial solutions for life, our teams of Client Advisors and Trust and Estate Professionals can help you achieve your financial goals.
Whether you are looking for a retirement plan, saving for college or want help developing a comprehensive estate plan, Arvest Wealth Management offers objective advice and can help make the complex issue of wealth management easy for you.
Ready to start? Fill out the form to have an advisor contact you to help plan for your future today.
Planning & Investing
Arvest Wealth Management advisors are ready to help you prepare for the biggest events of your life, whether that’s retirement, college or simply building and preserving your wealth. We can help with:
Trust & Estate Management
Managing your wealth isn’t just about planning for the near future, but also the legacy you wish to leave. Preserving wealth can be very important for future generations and philanthropic purposes. Our trust and estate professionals help establish and preserve your legacy for tomorrow, looking after your best interests in coordination with your personal attorney and tax advisor. Put your trust in us to help with:
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.