Why Choose WealthTrust Oklahoma as Your Corporate Trustee?
Our fiduciary responsibility is a legal standard that requires us to put your interests above all else. You’ll know that we are looking out for you because not only is it our business model- it’s our legal duty.
Since 2001, we have provided comprehensive estate planning and conservative asset management to clients all over the nation. Our team has over 50 years experience in the trust and investment industries. Let us put our experience to work for you.
We are subject to many levels of oversight from internal and outside auditors, and government regulators. We are bonded and insured for the protection of all trust beneficiaries. We are regulated by the Office of the Comptroller of the Currency and the Oklahoma Department of Securities.
Reliable Professional Service
Trust Officers are assigned from a full staff of competent professionals to oversee and administer an account. There is a depth of administration with a corporate fiduciary for continuity that would not be present with an individual.