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.
We deliver personalized wealth management solutions to high net worth families, trusts, and businesses, so they can focus on what matters most to them.
We strive to be the most impactful wealth management brand in the communities we serve.
Snow Garrett Williams, CPAs is founded.
Wealth Management services begin.
Transition to Broker/Dealer LPL Financial
Rebranding to Snow Garrett Wealth Management, a separate firm.
RIA IS CREATED
Snow Garrett Wealth Management becomes own Registered Investment Advisor
SGWM acquires Fort Worth firm PGA Financial
Lubbock satellite office opens.
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.