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Wealth Management rooted in a culture of purpose.

At BentOak Capital, we have the deep expertise and extensive resources of an institutional powerhouse, but our clients enjoy the individualized attention and friendliness of a small firm. As we like to say, we’re big where it matters, small where it counts. With financial advisors specializing in different practice areas such as retirement planning, investment management, estate planning, and tax planning, we have the collaborative resources to address your individual needs.

Get to know the BentOak Capital team.

Here’s what you can expect when you partner with BentOak Capital

Approachable

We live life with our clients.

Frictionless

We pride ourselves on being easy to do business with.

Comprehensive

A plan, a process, and an approach that account for every facet of your finances.
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BentOak Capital Insights

Keeping you up to date on the financial insights that matter to you.
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Making the Most of Retirement: Newfound Freedom
Making the Most of Retirement: Newfound Freedom
28 Nov 2023 · Uncategorized
Congratulations on reaching the pivotal milestone of retirement! After dedicating so much of your time to your career, this accomplishment reflects your investment in time,...
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How RMDs Work
How RMDs Work
22 Nov 2023 · Tax Planning
A Required Minimum Distribution (RMD) from a retirement account is exactly what it says - required, mandated, a "must-do".  It’s a specific, calculated amount that...
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Texas Landowner Liability Acts: Protection For Your Operation, Land, and Heritage
Texas Landowner Liability Acts: Protection For Your Operation, Land, and Heritage
22 Nov 2023 · Practical Finance
As a farmer, rancher, or landowner, you understand the importance of protecting your property. You spend countless hours tending to your land, livestock, and infrastructure,...
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LEADERSHIP TRANSITION PAVES WAY FOR NEW ERA AT BENTOAK CAPITAL®
LEADERSHIP TRANSITION PAVES WAY FOR NEW ERA AT BENTOAK CAPITAL®
15 Nov 2023 · BentOak Updates
FOR IMMEDIATE RELEASE Weatherford, TX, Nov. 15th, 2023 – BentOak Capital®, a leader in the private wealth management space, today announced key shifts in its...
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Budget Is Not A Bad Word
Budget Is Not A Bad Word
15 Nov 2023 · Practical Finance
Budgeting as a financial planning concept generally gets a bad rap. For many people, it conjures a scarcity mindset (“I can’t ever buy a latte...
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The Roth Conversion Window
The Roth Conversion Window
6 Nov 2023 · Retirement Planning
Retirement planning can be a complex and often daunting task, with numerous strategies and options to consider. One powerful tool that often goes underutilized is...
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Do I Need a Trust?
Do I Need a Trust?
6 Nov 2023 · Estate Planning, Tax Planning
Many high net worth individuals will come to the point where they ask themselves the question, “Do I need a trust?” Estate laws can be...
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What Higher Oil Prices Mean for Consumers and Markets
What Higher Oil Prices Mean for Consumers and Markets
21 Sep 2023 · Market Updates
In our recent mid-year outlook, we discussed a key driver of global markets and inflation over the past two years has been the price of...
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Bridging the Wealth Gap: How to Prepare Your Heirs for Multigenerational Wealth
Bridging the Wealth Gap: How to Prepare Your Heirs for Multigenerational Wealth
24 Aug 2023 · Estate Planning
Introduction If you are struggling with the idea of your heirs being financially savvy enough to step into your shoes one day, this blog post...
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Retirement: The Good, The Bad, and The Ugly
Retirement: The Good, The Bad, and The Ugly
8 Aug 2023 · Retirement Planning
Retirement is often thought of as the reward at the end of a long and fulfilling career. It’s the time when you can relax and...
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