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    Private Wealth Management or Financial Planning: Which Is Right for You?
    Getting Organized
    02 Mar 2022
    ·
    In January we introduced to you our 2022 theme – Planning with Purpose.
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    2022 1st Quarter Volatility: 5 Charts that Matter
    01 Mar 2022
    ·
    Stocks have gotten off to a very rocky start in 2022, with the potential for Federal Reserve rate hikes coming and the geopolitical worries over Russia and Ukraine only adding to the uncertainty. We...
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    Planning with Purpose
    26 Jan 2022
    ·
    As financial planning professionals, our primary role at BentOak Capital is to help our clients create and track progress towards their personal and family goals.  As a business, we internally create...
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    What You Can Expect From Social Security in Texas
    09 Nov 2021
    ·
    The conversation surrounding social security has been quite divided in the past few years. Some still feel hopeful about their retirement future and social security benefits, whereas others feel...
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    5 Retirement Income Strategies You Should Know
    09 Nov 2021
    ·
    I’m sure you’ve heard how important it is to plan your retirement ahead of time, right? Sometimes that’s easier said than done. Here are a few income strategies to help you live the life you want...
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    Legacy Planning vs. Estate Planning
    09 Nov 2021
    ·
    Legacy planning and estate planning are two of the most frequently heard terms in conversations about comprehensive financial planning. However, the general public often confuses the two with each...
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    Top Investment Tips for Profitable Wealth Management
    27 Sep 2021
    ·
    Whether you happen to be saving for retirement or a rainy day, you want to ensure that your money is working hard for you. Choosing the right investment products can feel overwhelming and...
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    Private Wealth Management or Financial Planning: Which Is Right for You?
    27 Sep 2021
    ·
    Nowadays, you see more people becoming aware of financial wellness and the importance of having a plan in mind. However, the eagerness to get our finances together often raises new concerns. For...
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    How to Choose a Wealth Management Advisor
    27 Sep 2021
    ·
    Tackling financial planning on your own can be tricky . There are so many aspects that you need to consider in order to make the wisest investments that will yield high returns for your future. Many...
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    9 Ways Towards Preserving and Growing Wealth
    27 Sep 2021
    ·
    After over a year of the Covid-19 pandemic, many have seen an increasing gap in wealth distribution in America. Eleven weeks into the pandemic, the world already saw a 42.6 million unemployed...
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    Brandon Garrett quoted in Investment News: House tax proposal would close door on popular back-door Roth IRA conversions
    19 Sep 2021
    ·
    Tax reform proposals to finance the massive budget bill being cobbled together in Congress would close the door on an increasingly popular retirement savings strategy among advisers’ wealthy clients.
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    Asset Management vs. Wealth Management and the Advantages of Holistic Financial Planning
    23 Aug 2021
    ·
    Financial planning is essential for everyone, but it is especially vital to those with a high net worth or complex portfolio of assets. Without a comprehensive financial management strategy, you will...
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    Contact

    • Weatherford

      ADDRESS

      201 Fort Worth Hwy
      Weatherford, TX 76086

      PHONE

      817-550-6750

    • Fort Worth

      ADDRESS

      5000 Overton Plaza Suite 110
      Fort Worth, TX 76109

      PHONE

      817-288-3004

    • Lubbock

      ADDRESS

      611 University Ave. Suite 220
      Lubbock, TX 79401

      PHONE

      806-771-1977

    About
    With financial advisors specializing in retirement planning, estate planning, tax planning, and general wealth management, BentOak Capital has the collaborative resources to address your individual needs.

    Please remember to contact BentOak Capital ("BentOak"), in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, to modify any reasonable restrictions to our investment advisory services, or if you wish to direct that BentOak to effect any specific transactions for your account. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.bentoakcapital.com.

    BentOak Capital is a registered investment adviser with offices located in Weatherford, Fort Worth, and Lubbock Texas. BentOak Capital may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. BentOak Capital’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of BentOak Capitals’ website on the Internet should not be construed by any consumer and/or prospective client as BentOak Capitals’ solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by BentOak Capital with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of BentOak Capital, please contact the state securities regulators for those states in which BentOak Capital maintains a registration filing. A copy of BentOak Capital’s current written disclosure statement discussing BentOak Capital’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from BentOak Capital upon written request. BentOak Capital does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BentOak Capital’s website or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

    This website and information are provided for guidance and information purposes only. The content is developed from sources believed to be providing accurate information. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy regarding your individual situation. This website and information are not intended to provide investment, tax, or legal advice.

    Insurance products and services are offered and sold by individually licensed and appointed insurance agents.

    Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through BentOak Capital, a registered investment advisor, and separate entity from LPL Financial. The LPL Financial representatives associated with the website may discuss and/or transact securities business only with residents of states in which they are properly licensed. No offers may be made or accepted from any resident outside of the following states: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, KS, KY, LA, ME, MO, NC, NJ, NM, OH, OK, PA, TN, TX, VA, WA.

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