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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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Our Complimentary eBook: Guide to Legacy Planning

We wrote this guide to assist you in planning your own legacy so you can continue to contribute to society and your loved ones.

BentOak Capital Insights

Keeping you up to date on the financial insights that matter to you.
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Top Investment Tips for Profitable Wealth Management
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 intimidating, but […]
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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
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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 example, many feel […]
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How to Choose a Wealth Management Advisor
How to Choose a Wealth Management Advisor
27 Sep 2021
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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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9 Ways Towards Preserving and Growing Wealth
9 Ways Towards Preserving and Growing Wealth
27 Sep 2021
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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 population versus a […]
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Asset Management vs. Wealth Management and the Advantages of Holistic Financial Planning
Asset Management vs. Wealth Management and the Advantages of Holistic Financial Planning
23 Aug 2021
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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 find that you have […]
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The Importance of Financial Goals in the Wealth Management Process
The Importance of Financial Goals in the Wealth Management Process
23 Aug 2021
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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 your […]
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