For more than a decade, WealthTrust Oklahoma has provided fee-only, comprehensive, objective estate planning and asset management. As one of the largest independent trust companies in the country since 2001, our national charter allows us to meet the estate planning and financial needs of clients in all 50 states.
Our local team has more than 40 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. 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.
Our local team has more than 40 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. 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.
Services
Our Philosophy: We offer strength and security through our stewardship for both our current clients and future generations. Alyssa Kaiser is Senior Vice President of WealthTrust Oklahoma. She is a native of Plymouth, Nebraska, but has resided in Oklahoma since 1992. She has more than 21 years of experience in the trust and banking industry.
Personal Trust Administration: WealthTrust Oklahoma can serve as Trustee or Co-Trustee, either during the trust creator's lifetime, after their passing or incapacity. Personal Trust Administration can occur through a Revocable Trust, Irrevocable Trust, Special Needs Trust (Supplemental Needs Trust), Charitable Trust or a Life Insurance Trust.
National Advisors Trust is an independent, federally chartered trust company with services available in all 50 states. They have more than $9 billion in assets under administration. National Advisors Trust was chartered in 2001 and is regulated by the Office of the Comptroller of the Currency (OCC).
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.
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