Menu
    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...
    Read More
    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...
    Read More
    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...
    Read More
    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...
    Read More
    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.
    Read More
    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...
    Read More
    Private Wealth Management or Financial Planning: Which Is Right for You?
    The Importance of Financial Goals in the Wealth Management Process
    23 Aug 2021
    ·
    Whether you have several decades until retirement or are nearing the light at the end of the tunnel, you have probably given some thought to wealth management . No matter where you find yourself on...
    Read More
    Private Wealth Management or Financial Planning: Which Is Right for You?
    BentOak Capital’s Commitment Continues…
    22 Jul 2021
    ·
    A year ago today we announced our rebrand from Snow Garrett Wealth Management to BentOak Capital. With that rebrand, we made a commitment to you as clients to continually strive for excellence and...
    Read More
    Private Wealth Management or Financial Planning: Which Is Right for You?
    Brandon Garrett quoted in Bankrate.com Article on Buying Land
    28 Sep 2020
    ·
    Whether your goal is to build a family home, start a farm or use it for recreation, buying land can be tricky. Here are the essentials you need to know before you take the leap into land ownership.
    Read More
    Private Wealth Management or Financial Planning: Which Is Right for You?
    Brandon Garrett Quoted in ThinkAdvisor: “14 Big Social Security Mistakes..”
    20 Sep 2020
    ·
    More than a quarter of Americans have no retirement savings or pensions, according to a 2018 Federal Reserve study. That means they’ll need to rely on Social Security to fund their retirement, which...
    Read More
    Private Wealth Management or Financial Planning: Which Is Right for You?
    Financial Matrimony for Newlyweds
    10 Sep 2020
    ·
    In November of 2018, I had the privilege of marrying my high school sweetheart. We had dated for ten years prior to getting married, so history was on our side!  Being a couple of kids in college was...
    Read More
    Private Wealth Management or Financial Planning: Which Is Right for You?
    Election Preview Part 2: A Potential Trump Re-election
    01 Sep 2020
    ·
    Introduction A second term for President Donald Trump would likely feature a continuation of the pro-growth policies from the first term of his administration, and importantly for financial markets,...
    Read More

    Get the latest posts from BentOak Capital

    Keep updated on how the latest financial trends impact you!
    tree
    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.

    © 2022 BentOak Capital. All Rights Reserved.
    cfp fpa iwi AICPA-Logo fi360 kingdom-advisors