Wealthtrustoklahoma

At WealthTrust Oklahoma, we are dedicated to providing comprehensive, objective estate planning and asset management services to individuals and families across the United States. Our team of experienced professionals has over 50 years of combined experience in the trust and investment industries, and we are committed to growing and protecting our clients' financial legacy for generations to come.

Our Mission

Our mission is to provide strength and security through our stewardship, putting our clients' interests first and maintaining the highest professional standards. We believe in understanding our clients' needs and goals, responding to their inquiries quickly and efficiently, and anticipating their changing needs. We strive to build long-term relationships with our clients, based on trust, integrity, and respect.

Our Services

We offer a range of services designed to help our clients achieve their financial goals. Our investment management services include portfolio management, asset allocation, and investment strategy development. Our estate planning services include trust administration, estate planning strategy development, and wealth transfer planning. We also provide financial planning services, including retirement planning, education planning, and risk management.

Our Team

Our team is led by Alyssa Kaiser, President and Owner, and Kelli Bass, Executive Vice President. Our team is dedicated to providing personalized service and expert guidance to our clients. We are committed to staying up-to-date on the latest developments in the trust and investment industries, and we work closely with our clients to understand their unique needs and goals.

Our Philosophy

We believe that estate planning and asset management are not just about managing finances, but about building a legacy that will last for generations to come. We are committed to providing strength and security through our stewardship, and we are dedicated to helping our clients achieve their financial goals.