Learn About Our Firm
Our team of financial planners and administrative staff serves all clients. With advisors specializing in different practice areas such as retirement planning, estate planning, and tax planning, we have the collaborative resources to address your individual needs.
BentOak
Mission
We deliver personalized wealth management solutions to high net worth families, trusts, and businesses, so they can focus on what matters most to them.
BentOak
Vision
We strive to be the most impactful wealth management brand in the communities we serve.
Our History
1978
CPA FIRM
Snow Garrett Williams, CPAs is founded.
1994
HD VEST
Wealth Management services begin.
2001
LPL FINANCIAL
Transition to Broker/Dealer LPL Financial
2011
REBRANDING
Rebranding to Snow Garrett Wealth Management, a separate firm.
2015
RIA IS CREATED
Snow Garrett Wealth Management becomes own Registered Investment Advisor
2017
ACQUISITION
SGWM acquires Fort Worth firm PGA Financial
2018
LUBBOCK OFFICE
Lubbock satellite office opens.
2020
BentOak Capital Rebrand
Snow Garrett Wealth Management becomes BentOak Capital
Behind the Name
For hundreds of years, bent trees were used to denote resources and mark trails across the Texas frontier. Bent trees served as a guide for navigation and resources, just as we do for our clients.
We are rooted in tradition while embracing change and growth. The Live Oak is persevering and enduring, and our firm plans to be here for generations.
It’s more than dollars and cents. While we manage financial capital for our clients, our true value can be found in our people: our intellectual and human capital.
Message from Our Partners
After 25 years, Snow Garrett Wealth Management has rebranded to “BentOak Capital” – a name that more strongly reflects our collaborative team approach and long-term vision.
