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Wealth

Bank OZK Trust and Wealth Professionals are available to provide individual consultation, financial planning, trust and investment management services to help you meet your financial goals with timely advice and expertise tailored to reflect your individual priorities and values.

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Services We Provide

Our team can provide you with peace of mind through:

  • Investment Management Services
  • Custodial Bank
  • Retirement Planning
  • Employee Benefit Plans
  • Endowments, Foundations, and Charitable Contributions
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Financial & Retirement Planning

Build a unique program to meet your needs. Your life is complex and a holistic approach towards planning your finances has never been more important. Bank OZK strives to understand each of our client’s financial goals while building an individualized plan of action to get you on your way. Our financial planning professionals are knowledgeable, experienced, compassionate and dedicated to helping you stay focused to realize your financial dreams.

READ MORE ABOUT FINANCIAL PLANNING
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Investment Management Services

Our investment philosophy is focused on providing diversified, high quality investment portfolios designed to meet each of our client’s unique needs.

READ MORE ABOUT INVESTMENT MANAGEMENT
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Custodial Bank

As your custodian, Bank OZK can help you streamline the time-consuming process of managing all your investment activity, allowing you to concentrate on the big picture.

READ MORE ABOUT CUSTODIAL BANKING SERVICES
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Employee Benefits

Retirement plans offer many attractive benefits to employers by helping to retain experienced employees, attract qualified employees, and provide tax benefits through the deductibility of employer contributions. We can provide professional investment management and advice to ensure the plan’s assets are invested for the future benefit and security of the plan’s participants.

READ MORE ABOUT EMPLOYEE BENEFITS
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Endowments, Foundations, and Charitable Planning

Endowments, Foundations, and Charitable Trusts can not only help to reduce or eliminate estate and capital gains taxes, but these vehicles also serve as effective estate planning tools allowing you to accomplish your charitable goals, while also providing for future generations. Our estate planning experts are available to assist you with both the architecture and administration of your charitable legacy.

READ MORE ABOUT ENDOWMENTS, FOUNDATIONS, AND CHARITABLE TRUST SERVICES
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Sustainable World Investments

Building a healthy environment for our families and future generations is more important than ever. Sustainable investing provides an opportunity for investors to align their values with their investments for a positive impact in the world without sacrificing performance.

READ MORE ABOUT SUSTAINABLE INVESTING

Let's Connect

Need assistance with something? Our Customer Care Team is available to help you Monday through Friday from 7am to 7pm CT and Saturday from 7am to 4pm CT.

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