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Our History

1978

1978

CPA FIRM

Snow Garrett Williams, CPAs is founded.

1994

1994

HD VEST

Wealth Management services begin.

2001

2001

LPL FINANCIAL

Transition to Broker/Dealer LPL Financial

2011

2011

REBRANDING

Rebranding to Snow Garrett Wealth Management, a separate firm.

2015

2015

RIA IS CREATED

Snow Garrett Wealth Management becomes own Registered Investment Advisor

2017

2017

ACQUISITION

SGWM acquires Fort Worth firm PGA Financial

2018

2018

LUBBOCK OFFICE

Lubbock satellite office opens.

2020

2020

BENTOAK CAPITAL REBRAND

Snow Garrett Wealth Management becomes BentOak Capital

We promise to execute our fiduciary duty by putting your best interest first.  Let us have a discussion on the ways in which we can help you.