Arvest Wealth Management
Expert Opinions, Market Trends & Financial Insights

We’ve gathered our knowledge of the industry, late breaking news, and wealth management tips in one place to help you keep on top of your own personal wealth management, market conditions and the economy.

After all, your success is our success as we strive to be your lifetime financial partner.

Helpful Videos from Our Media Archive

Select a video above to learn more about that specified topic. 

Latest Thoughts from Arvest Wealth Management

Our focus is to provide our advisors with the technology and information necessary to provide you, the investor, the best service possible. We go beyond just your investments and take a team approach to help you build, protect, manage and transfer your wealth.

Father and daughter smiling in family owned business

Business Succession Planning for Generational Success

Many family businesses don’t last beyond the first generation, and it is even more difficult to prosper beyond the second and third generations. Among the many issues to address are successor management, providing retirement income for senior owners, developing a...

Read More

Married couple looking at paperwork

Five Keys to Investing for Retirement

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic concepts can help you make smarter choices regardless of whether you already have some investing...

Read More

Couple enjoying the spring weather

Financial Literacy: Beyond the Basics

April is financial literacy awareness month, so it’s a great time to assess your financial goals and determine whether you are using all the tools available to achieve them. Although there are many wonderful informational resources and guides available to teach you...

Read More

Couple looking at documents

Six Questions To Ask a Trust & Estate Professional

You may have heard that the great wealth transfer is coming. There are estimates of $30 to $70 trillion in assets to be transferred between generations in the coming decades. For some, it is much closer than they would like, and many individuals leaving an...

Read More

Man sitting on his couch looking at his laptop

Evaluating an Early Retirement Offer

In the corporate environment, there are sometimes circumstances which lead employers to offer certain employees early retirement packages. But how do you know if the seemingly attractive offer you've received is a good one? Start by evaluating it carefully to make...

Read More

Extended family walking together through the snow

Wills: The Cornerstone of Your Estate Plan

If you care about what happens to your money, home, and other property after you pass, then it is time to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital. Even if you're young or...

Read More

middle aged couple hiking and smiling

A Closer Look at SECURE 2.0

The major budget package enacted by Congress in December included a subdivision called “SECURE Act 2.0.” The 1.0 version of this package of legislative changes for qualified retirement plans was the “Setting Every Community Up for Retirement Enhancement Act of...

Read More

couple budgeting

Establishing a Budget

Do you ever wonder where your money goes each month? Does it seem like you're never able to get ahead? If so, you may want to establish a budget to help you keep track of how you spend your money and help you reach your financial goals. The new year can be a great...

Read More

Social Security Retirement Benefit Basics

Social Security benefits are a major source of retirement income for most people. Your Social Security retirement benefit is based on the number of years you've been working and the amount of money you've earned. When you choose to begin taking Social Security...

Read More

Red gloves holding snow in the shape of a heart.

Merging Wealth and Philanthropic Planning

As the holiday season approaches, so does the desire to give gifts to those around us. These gifts are not just for people we know. Americans are some of the most charitable people on the planet, and that trend even grew over the last two years as people came...

Read More

On The Agenda: SECURE Act 2.0

Congress enacted the Setting Every Community Up for Retirement Enhancement Act in 2019, generally known as the “SECURE Act.” Key elements of the law included new incentives for employers to establish qualified retirement plans, lifting the age for Required Minimum...

Read More

Planning Ahead for Life Insurance Proceeds

Why did you purchase life insurance? If you're like most people who buy life insurance, you're looking to provide a source of income for someone, such as a spouse, parent, or child, after you pass. Buying the policy was the first step. Now you'll need to do a...

Read More

Conducting a Periodic Review of Your Estate Plan

What is conducting a periodic review of your estate plan? With your estate plan successfully implemented, one final, but critical, step remains–carrying out a periodic review and update. Everyone has different life events and changes, both planned and unplanned,...

Read More

Arvest Wealth Management


Arvest Wealth Management helps people make careful, consultative investment decisions you can live with—today and for years to come.

At Arvest Wealth Management, we have the tools, resources, and expertise you need to manage every financial aspect of your life: from stocks, bonds, and life insurance to retirement planning and estate settlement and everything in between. Best of all, you will have one client advisor orchestrating all the different Arvest Wealth Management capabilities. One person who knows you, knows your goals, and works hard to help you meet them.

Ways We Can Help

Trust & Estate


Check the background of our investment professionals on FINRA’s BrokerCheck.

Contact Us

(888) 916-2121
Service hours are 8:00am – 6:00pm (CST), Monday through Friday and 9:00am – 1:00pm on Saturday.

Email Arvest Wealth Management