BentOak Capital’s Commitment Continues…
BLOGS|22 Jul 2021
A year ago today we announced our rebrand from Snow Garrett Wealth Management […]
What's New?
Enhanced Website
Since becoming BentOak Capital, we have dedicated our time and resources to ensure we continue to deliver a great digital experience for clients. We are thrilled to announce our newly enhanced website! The updated look and feel will make it easier to navigate and find resources specific to you and your financial situation. Take a look for yourself at www.bentoakcapstg.wpengine.com.Our Free eBook
Planning out what you want your legacy to look like can be a daunting task. There are tons of details and steps you want to get right, so we felt it would be helpful to offer a guide. Whether you are in the beginning state or working through a key piece of leaving your legacy, we are here to help you with the next steps. The eBook resource below can help assist you in planning your legacy so you can leave an impact on your community and loved ones. Click the image below to download your free copy today.
Additional Resources
Our blogs, videos, and webinar pages have all been updated to make it easier for you to find what you are looking for. We will be publishing timely articles about what's happening in the financial services industry as well as sharing tips and insights to fit your needs. You can subscribe to our monthly blog newsletter HERE.
Social Media
Connect with us! You will find regular posts about our team, community involvement, market updates, educational topics, and more. Social media is one of the best ways to stay updated with news about our firm. We hope to connect with you!BentOak Capital
We aim to make your experience as frictionless as possible and hope you find the above resources beneficial. Please reach out to us if you have any questions or would like to connect!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. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Securities offered through LPL Financial, Member: FINRA/SIPC. Investment advice offered through BentOak Capital, a registered investment advisor and separate entity from LPL Financial.