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Private Wealth

Business Services

Issues surrounding earnings and human resources can often be difficult and complex. To see these issues more clearly and manage them effectively, you need the right financial partner.

Successful business owners and managers face unique challenges to maintain and grow the enterprise for which they are responsible. Our wealth management team works with a range of entities to address questions and concerns about insurance, retirement plans, health savings accounts, and capital growth funds and the subsequent tax impact associated with moving dollars in or out of those areas. We can provide you with advice and guidance across all of the areas that affect your business.

Our business solutions include:

  • Our knowledgeable teams have the experience to help your business grow and change. And with our wide range of business services to draw from, we can customize a solution to fit your company's specific needs.

  • One of the top priorities for any business owner is attracting and retaining the right talent. We can suggest a range of options for you to single out and reward key employees, such as:

    • Non-Qualified Stock Options
    • Incentive Stock Options
    • Voting and Non-Voting Stock
    • Phantom Stock
    • Stock Bonus
    • Restricted Stock
    • Rabbi Trust
  • What's the best way to transition ownership of your company? If you're asking this question, you're already ahead of the game. According to the Small Business Administration, fewer than one-third of businesses owners have a succession plan, and many of these businesses do not survive the second generation.* Our wealth management team has the knowledge and experience to help guide you in the right direction.

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Let's Talk

We look forward to helping you protect and manage your wealth. Give us a call, or complete the form and we will contact you.

Private Banking
505-837-4266

Fiduciary Services
505-837-4224

Financial Planning
480-596-4343

Investments
480-596-4343

Mineral Management
918-779-6616

Real Estate Services
918-779-6620

Additional Contact Information