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Oklahoma City

621 N. Robinson Suite 100, Oklahoma City, OK 73102

(405) 848-8899

621 N. Robinson Suite 100, Oklahoma City, OK 73102

Provided Services

Trust Administration

Trust Administration

With 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, Heritage Trust can expertly serve the multi-generational financial needs of your family.

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Wealth Management

Wealth Management

Heritage can assist in the day-to-day administration and management of your family’s financial affairs, consult on the preservation of family vision and preparation of heirs and carry out philanthropic goals.

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Latest News & Resources

Insights

Post-FOMC Thoughts

Post-FOMC Thoughts

The Decision After pausing briefly in June, the FOMC decided to execute another rate hike at their meeting in July, which brought the Fed Funds rate to its present range of 5.25 – 5.50%. Speeches by FOMC members leading up to today’s announcement confirmed a bias...

The Morning View: September 19, 2023

The Morning View: September 19, 2023

From our colleagues at our sister company, Argent Trust: In this morning’s data, Housing Starts were much less than expected at 1,283,000 in August, which is a -11.3% decrease from the previous month.  This figure has fallen well below the 1,427,000 level late in...

The Morning View: September 13, 2023

The Morning View: September 13, 2023

From our colleagues at our sister company, Argent Trust: Announced this morning, the Consumer Price Index increased 0.6% in August, as expected and is four-tenths higher than the previous month.  It grew 3.7% on an annual basis, above the 3.2% annual level in the...

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