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    Planning with Purpose

    Private Wealth Management or Financial Planning: Which Is Right for You?
    Leaving a Legacy
    20 May 2022
    ·
    Planning with Purpose So far this year, our 2022 theme of Planning with Purpose, has covered topics like how to get your financial life organized and why it's important that you think about the...
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    Tax Season is Every Season
    21 Mar 2022
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    Introduction Tax season is in full swing.  As we write this blog, we are about a month away from the annual April 15 Tax Day deadline.  Most people think about taxes once or maybe twice a year at...
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    Getting Organized
    02 Mar 2022
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    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?
    Planning with Purpose
    26 Jan 2022
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    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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    • 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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