Private Wealth Services
Private Wealth Services Provided by Arvest Wealth Management
Trust & Estate Planning
Our Trust and Wealth team offers a variety of trust and estate planning services. Additionally, if you are no longer able or willing to serve as a trustee, we offer comprehensive corporate trustee services. These services include investment management, bill paying, tax preparation assistance and many other personalized services. Whether you need to explore services for an elderly parent, minor children or yourself, your Private Banker can facilitate the process in collaboration with an experienced Arvest trust professional.
Investment Planning
Our Client Advisors help clients use their growing resources more efficiently and explore income and estate tax-efficient strategies to increase their net worth. We can also determine investment objectives and recommend qualified institutional investment managers on a fee basis.
Insurance Planning
Your Arvest Private Banking professional will work with experienced insurance advisors to evaluate insurance programs that help minimize out-of-pocket expenses while creating a risk management plan to align with your customized financial plan.
Retirement Planning
Our experienced Client Advisors can evaluate your current retirement plan and offer suggestions to help meet your objectives. Additionally, we can evaluate the various IRA and beneficiary options available to you to help with income distribution planning.
