President and Owner
We Grow and Protect Our Clients’ Financial Legacy
For more than a decade, WealthTrust Oklahoma has provided fee-only, comprehensive, objective estate planning and asset management. We are independent and our national charter allows us to meet the estate planning and financial needs of clients in all 50 states. Our team has more than 50 years combined experience in the trust and investment industries. Our focus is to grow and protect our clients’ financial legacy for the generations to come.
What is a Trust?
A trust is an estate planning tool that governs how assets are to be managed and sets forth the conditions that determine when cash or assets may be distributed. The intent is that these provisions carry out the wishes of the one who created the trust (Grantor) and would be how he/she would handle things during his/her lifetime.
