OUR FOCUS IS WEALTH SO YOURS CAN BE HEALTH
Caring for patients and managing a successful practice leaves little time for other duties. And once you get some free time, you may not want to spend it tending to financial matters. It’s time to turn over those tasks to Private Wealth at Bank of Oklahoma. We offer a full range of products and services to meet your personal and professional financial goals. You’ll have a single advisor dedicated to your entire financial profile, freeing up time for you to focus on the real job at hand – your patients.
TAKE ADVANTAGE OF OUR EXTENSIVE SERVICES TO PROTECT AND MANAGE YOUR WEALTH
Customized lending for you and your practice, sophisticated checking options, business services and dedicated customer service.
Trust & Estate Planning
Protect your assets with the help of skilled and experienced fiduciary professionals trained to handle your financial affairs, mineral and real estate property, and estate administration.
Benefit from our unbiased, open architecture approach for a wide array of investment opportunities.
By integrating into seven key areas of your financial life, we help clients make significant changes that contribute to future financial success.
© Bank of Oklahoma, a division of BOKF, NA. Member FDIC.
Services are not insured or guaranteed by the FDIC; are not deposits or other obligations of, and are not guaranteed by, any bank or bank affiliate and may be subject to investment risks, including the possible loss of principal amount invested.