Founded in 1997, Heritage Trust Company is an independent, state-chartered trust company headquartered in Oklahoma City. The company operates with a fiduciary duty to its clients, meaning it is legally and ethically bound to act in their best interests. Its core mission is to provide objective, expert, and personalized wealth management services, including trust administration, investment management, retirement plan services, and estate planning for individuals, families, and institutions without the conflicts of interest associated with proprietary products.

Founded in

Canada