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

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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Trusts & Estate Planning

Trusts & Estate Planning

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

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Latest News & Resources

Insights

The Morning View: April 15, 2021

The Morning View: April 15, 2021

Announced this morning, Retail Sales for March increased 9.8%, much higher than expected. Sporting Goods & Hobby stores, and Motor Vehicle & Parts dealers were all up more than 15% in the month, while Food & Beverage (grocery) stores were relatively flat....

Argent Employee Spotlight – Jill Nalty

Argent Employee Spotlight – Jill Nalty

Meet Jill, who is with Argent Trust in New Orleans and has been with us for 2 years.   Q. What led you to Argent and what makes it unique? A. Louisana based company Q. Why do you enjoy working at Argent? A. I enjoy the people and the “small company” feel Q. What...

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