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Trust Administration

Serving as a trustee requires financial responsibility, accountability, investment knowledge, objectivity, and experience, all of which can be found at Heritage Trust. As an independent fiduciary, we have one loyalty – you. We can serve as a trustee, co-trustee,...

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Investment Management

Before investing, it’s important to discuss your overall financial goals—what’s the purpose of the investment, how much liquidity you need, and what expectations you have. With these goals in mind, Heritage Trust tailors an investment plan with strategies and tactics...

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Oil & Gas (Mineral) Management

Like our clients, employees and shareholders of Heritage own mineral, royalty and working interests, so we share the client’s perspective and desire for active management and reliable information. Oil and gas assets are complex in nature. And, many clients are...

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Retirement Plan Advisors

Heritage Retirement Plan Advisors is a Registered Investment Advisor with the SEC that specializes in providing fiduciary and investment advisory services to employer sponsored qualified and non-qualified retirement plans. We have been providing our plan sponsor...

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Wealth Management

Like most people, you have hopes, dreams, and life goals for yourself and your family. These might include buying a business, saving for college education for your children, reducing taxes, and maintaining your lifestyle upon retirement. Financial planning is the...

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J. Aaron Jack

Chief Executive Officer, Heritage Trust Company
Oklahoma City

Aaron “A.J.” Jack joined Heritage Trust Company, a subsidiary of Argent Financial Group, in 2013. He spent five years as Vice President, Director of Development and Marketing, before being named Chief Development Officer in 2018 and assuming responsibility of...

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Farm and Ranch

Heritage is dedicated to preserving your family legacy. Everything we do starts with you. We bring an unbiased approach to protecting, managing and growing your wealth. With a wide array of services and resources, our professionals are ready to sit down for a...

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