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Oklahoma City

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

(405) 848-8899

Fort Worth

4200 S. Hulen Street Suite 217, Fort Worth, TX 76109

(817) 502-2931

Dallas

3838 Oak Lawn Avenue Suite 1715, Dallas, Texas 75219

(469) 708-3110

Ponca City

400 E. Central Suite 406, Ponca City, OK 74601

(580) 765-8899

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

Provided Services

Investment Management

Investment Management

Heritage provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy.

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Latest News & Resources

Insights

Generation-Skipping Transfer Tax Basics

Generation-Skipping Transfer Tax Basics

If your estate is big enough, you should know how generation-skipping transfer taxes work, and how to avoid paying more than you must. Originally published on Kiplinger.com October 22, 2021   If you have ever sought the advice of an estate planning professional,...

The Morning View: October 19 , 2021

The Morning View: October 19 , 2021

In this morning’s data, Housing Starts were 1,555,000 in September, weaker than expected and a decrease of -1.6% from the previous month, partly due to fewer starts in multi-family homes. In addition, Building Permits were 1,589,000 in September, much weaker than...

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