BOK Financial Private Wealth logo

Wealth Planning

Wealth planning is more than just a discussion about preserving your money, it's about defining and protecting your family's legacy. It's about embracing a focused mission that aligns with your values and objectives. This demands high-level, sophisticated strategies.

We strive to deliver ongoing, customized solutions with a goal to keep your legacy intact, providing future generations with significant resources or allow you to benefit charitable organizations or causes that are meaningful to you.

This is how we'll work with you on your wealth planning strategies

  • Create your long-term wealth plan.

  • Analyze your overall net worth and make recommendations as appropriate.

  • Project your cash flow and recommend appropriate strategies.

© BOK Financial Private Wealth, Inc., a subsidiary of BOK Financial Corporation.

BOK Financial Corporation offers wealth management and trust services through various affiliate companies and non-bank subsidiaries including advisory services offered by BOKF, NA and its subsidiary Cavanal Hill Investment Management, Inc., an SEC registered investment adviser. BOKF offers additional investment services and products through its subsidiary BOK Financial Securities, Inc., a broker/dealer, member FINRA/SIPC, and an SEC registered investment adviser, which offers advisory services under its trade name BOK Financial Advisors, and BOK Financial Private Wealth, Inc., also an SEC registered investment adviser. SEC registration does not imply a certain level of skill or training.

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE