COVID-19 Resource Center

We continue to monitor the COVID-19 situation closely. Visit our resource center more information on our response to the pandemic.

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Our Market Commentary

Take a closer look at what happened in the markets in Q1 2020.

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Our Fiduciary Approach

At BOK Financial Private Wealth, we believe in putting our clients first. That’s why we get to know you and what’s important to you.

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Our Investment Philosophy

At BOK Financial Private Wealth, we believe the investment objective is the single most important decision in building a relationship with you.

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Our Services

From innovative, customizable financial solutions to ongoing analyses and reporting to our highly personalized approach, we are able to maintain a clear focus of your goal, so you can be at ease with your financial future.

Wealth Planning

Wealth planning is more than just a discussion about preserving your money; it's about defining and protecting your family's legacy.

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Investment Management

Managing your investments is a full-time operation in and of itself. Let us do the heavy lifting.

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Specialized Services

In the event your needs extend beyond wealth planning and investment management, we offer a comprehensive collection of financial services.

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Let's Talk

We welcome the opportunity to sit down with you and your family to not only discuss your financial goals but to better determine if we're the right fit for you.

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