Private Banking

 

Private Banking with Purpose

Watermark Bank delivers a private banking experience designed for busy professionals, executives, and business owners. Collaborative success is at the forefront of our approach, with customized strategies and personalized service that revolve around you.

Our Solutions

  • Personalized Service that anticipates your needs

  • Technology that works seamlessly with your lifestyle

  • Access to expansive business and personal capital resources

  • Curated Liquidity and Treasury Solutions

Our team brings years of experience serving professionals and business leaders, offering guidance and tailored strategies that adapt to your goals while simplifying the way you manage your wealth.

Every client has unique needs. That is why we offer specialized guidance across a wide range of industries and leadership roles, with specialties including:

Healthcare
Strategies for medical professionals balancing practice growth and personal wealth.
Law
Solutions designed for the complex needs of attorneys and law firms.
Entrepreneurial
Flexible banking that grows with your business and personal vision.
Energy
Expertise aligned with the demands of Oklahoma’s energy sector.
Nonprofit
Treasury and capital solutions that maximize impact and sustainability. 
Executive
Comprehensive support for leaders balancing careers and long-term goals.




Mark Galliart, CEO
Mcbride Orthopedic Hospital 

From the very beginning, Watermark has been a true partner, taking the time to understand both our goals and pain points. By leveraging technology, they delivered a customized solution that simplified our banking structure and aligns with how we operate. Their responsive, client-focused partnership provides a level of service we hadn’t found elsewhere—allowing us to stay focused on delivering superior patient outcomes.







Kyle sweet, Chief Strategy Officer, Helio Risk 

Watermark Bank is more than just a strategic partner. They truly understand the day-to-day operational realities of my businesses. What sets them apart is their active role in expanding the networks that fuel our growth. Banking is a relationship business, and Watermark’s talented team is best in class when it comes to building relationships that truly matter to business owners.


No matter your profession or goals, our private banking team delivers solutions designed around you. 

Connect with Our Team