What's your idea of wealth?
At BOK Financial, we believe that wealth means something different to each and every person. Whatever your idea of wealth may be, our experienced team of financial professionals is here to help you achieve it.
Putting your ideas to work
From savings accounts and investment options to personalized financial planning services, we have everything you need to build a solid financial foundation and set yourself up for success. So take a moment to reflect on what wealth means to you. Whatever it is, the financial professionals at BOK Financial are ready to help guide you toward a truly rich and fulfilling life, because, tailoring your goals to your interests for us is deeply personal. Helping your hard-earned money go further, with your goals in mind—that's our idea of wealth.
Ways to work with us
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Personal Investment Services
We have a passion for sound investing. More importantly, we are passionate about understanding your life’s ambitions. Let’s navigate the path to your future goals, together.
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Private Wealth Management
We take a personal approach with our clients. It’s supported by a comprehensive offering of services designed to manage and protect your wealth. Its foundation is built on trust, earned over time.
Our investment philosophy
We want to understand what money means to you and the purpose you want it to serve—so that together we can set an appropriate investment objective and help you work toward your long-term goals. Underscoring our philosophy are three pillars:
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Relationships begin with knowledge
Good financial advice comes from advisors who know you and understand what matters most to you.
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Process — not products — leads to objective advice
Because we’re not tied to any one set of financial products, we’re free to suggest a mix of investments with YOUR goals in mind. Your investment objectives and risk tolerance drive our recommendations.
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Proactive oversight and communication produce results
After we help put your plan into action, we continue to work with you. Together, we can help keep objectives in focus, even as your situation changes.
Financial Planning
To meet your goals in life, you need a plan. And in today’s complex financial world, you may feel that planning for the future is more complicated than ever. Our team of financial planning professionals will help you make sound decisions about money to help you reach your life’s goals.
Insights and Resources
Is the strong jobs report bad news for stocks?
Jobs data calls asset valuations, future Fed rate cuts into question
The energy transition needs to be ‘done right’
High consumer prices, less U.S. competitiveness and still-high global emissions must be avoided
How long will the ‘Magnificent 7’ stock party last?
Focusing only on one group of investments may be costly, experts caution
Can the U.S. grow its way out of its ‘debt trap’?
Even just a 0.5% increase in economic growth per year could dramatically reduce the rise in federal debt
How financial markets fared in 2024
It was a ‘fantastic year’ for stocks and gold; bonds also positive
Not time to say goodbye to inflation and higher rates just yet
Inflation may remain above Fed’s 2% target until 2027
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