Oath – Oklahoma City Estate Planning & Investment Attorneys is a dedicated legal and financial services firm specializing in comprehensive estate planning and investment management. Located in Oklahoma City, they stand out by integrating legal expertise with financial planning to provide clients with holistic, forward-thinking strategies for wealth preservation and legacy building.
The firm takes a client-centered approach, offering personalized workshops and one-on-one consultations to educate and empower individuals and families. Their team, including experienced estate planning attorneys and financial planners, focuses on creating tailored plans that address both immediate needs and long-term objectives, ensuring clients receive coordinated advice for all aspects of their financial and estate matters.
Services Offered
- Estate Planning
- Retirement Planning
- Ongoing Care Planning
- Financial Planning
- Investment Management
- Wealth Preservation
- Legacy Planning
- Workshops (Local and Online)
- Consultations
Oath serves clients across multiple locations, with a strong presence in Oklahoma City and numerous other cities nationwide. They offer both in-person and online workshops, making their educational resources accessible to a broad audience seeking guidance on estate and financial matters.
