Bank OZK Trust and Wealth Management 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.
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 and 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."
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.
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.
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.
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.
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.
Need assistance with something? Our team members are available to help you Monday through Friday from 7am to 6pm CT and Saturday from 7am to 12pm CT.
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