Friends of Heritage,

Few things in life have proven more satisfying than building a trust company that serves the needs of our community and clients across the country. Since 1998, Heritage has evolved from a start-up independent trust company to a diversified wealth management firm with trust at its core and more than $1 billion in client assets. 

 Thank you for being our partner as we continue this remarkable journey. 

From the beginning we have worked hard to build a company that keeps our clients at the center of everything we do, one that is free from conflicts of interest and continues to meet the needs of our community. Now begins a chapter that leads us into the future, yet whose roots date back to our earliest years.

We are proud to announce that Heritage has agreed to combine with Argent Financial Group to form one of our nation’s largest independent trust providers. Our management team and Argent’s have known each other and enjoyed a close working relationship for the past eight years. It was clear from the beginning that our shareholders, management teams and employees shared the same values and unwavering commitment to clients.

The combination of our two companies will provide a depth and breadth of services built on core fiduciary principles which will be unrivaled in the Southern United States. It will create opportunities for our employees to have expanded roles and responsibilities across the new company, allowing them to serve as both guardians and pioneers. In this, we take great personal satisfaction.

While our clients and employees will see many benefits from this combination, the name on our letterhead and front door will not change. We will maintain our identity as Heritage Trust Company, an Oklahoma-chartered, independent trust company. We will remain at our Oklahoma City location. And rest assured, we will have the same people, values and commitment to meeting your needs as always.

From all of us at Heritage, thank you for your continued encouragement and support. We look forward to serving you for many years to come. Please contact us with any questions and click here to read more information on the combination.

With warmest regards,

Bond Payne and Mike Carroll

Heritage Trust will maintain local operations, name; expand geographic reach and services

OKLAHOMA CITY – Oklahoma City-based Heritage Trust Company announced plans for a business combination of equals with Argent Financial Group, an independent wealth management firm in the Southern United States, in a move that will significantly broaden Heritage Trust’s geographic reach and complement Argent Financial’s trust, wealth management and mineral management services. The combined firms will be responsible for more than $10 billion in financial assets and more than two million acres in client mineral assets.

Each month, our Heritage Institutional team publishes the Retirement Report, which provides timely news and updates for plan sponsors and fiduciaries of defined contribution plans.  This month's topics include:

  • The hopes, fears and reality of retirement
  • Employee communication strategies for all seasons
  • Preparing for partial plan termination