In 1998, a group of trust officers and customers came together to form an alternative to big bank trust departments for those desiring unbiased and independent counsel with a high level of client service.
Today, Heritage – an independent, privately-owned trust bank – offers trust administration in addition to oil and gas management, real estate management, financial planning, and investment management.
“We participate in clients’ lives by serving them with compassion and dedication,” said Mike Carroll, CEO. “Our clients trust us – we provide them peace of mind.”
Heritage succeeds by building and maintaining relationships through proactive communication, creative and unbiased solutions, and dependable, responsive service. Above all, Heritage abides by the fiduciary standard – putting clients’ needs and interests first.
In 2015, Heritage combined with Argent Financial Group to be the leading, sustainable, independent, fiduciary wealth management firm in the market. Responsible for client assets for more than $27 billion, our firm has the scale and sustainability to meet the unique needs and goals of individuals and families, businesses, foundations and public entities. We currently serve clients in all 50 U.S. states from our 31 markets located across 12 states.
With offices in Oklahoma City and Ponca City Heritage Trust serves clients throughout the United States and in foreign countries. No matter where you and your families find yourselves in the future, we have the ability to continue to serve you.