Heritage Trust formed in 1998 as an independent, privately-owned trust bank serving the greater Oklahoma City area with trust administration in addition to investment management, financial planning, oil and gas management, farm and ranch management and retirement plan consulting and administration.
Heritage builds and maintains deep relationships with our clients through proactive communication, creative and unbiased solutions and dependable responsive service. Above all, Heritage abides by the fiduciary standard—putting clients’ needs and interests first.
In 2015, Heritage combined with Argent Financial Group to be the leading, independent fiduciary wealth management firm in the market. Today, with responsibility for client assets of more than $35 billion, Heritage Trust has the scale and sustainability to meet the unique needs and goals of individuals and families, businesses and institutions throughout the United States.
Heritage operates as an Oklahoma-domiciled trust chartered trust company, Argent Trust Company of Oklahoma, and is led by Aaron “AJ” Jack.
Learn more about our services and staff at HeritageTrust.com.