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Our Firm


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. 

Snow Garrett Williams



Man in office

1994

HD VEST

Wealth Management services begin. 


2001

LPL FINANCIAL

 Transition to Broker/Dealer LPL Financial

LPL Financial's Carolinas Campus Awarded LEED Gold Certification

Snow Garrett Williams Certified Public Accountants, Weatherford, TX

2011

REBRANDING

Rebranding to Snow Garrett Wealth Management, a separate firm.


2015

RIA IS CREATED

Snow Garrett Wealth Management becomes own Registered Investment Advisor

Snow Garrett Wealth Management

Two men sitting side by side

2017

ACQUISITION

SGWM acquires Fort Worth firm PGA Financial 


2018

LUBBOCK OFFICE

Lubbock satellite office opens. 

Lubbock office building

Snow Garrett Wealth Management

2020

BentOak Capital Rebrand

Snow Garrett Wealth Management becomes BentOak Capital 


Behind the Name



Bent Trees

Resourceful Guidance

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.


The Oak

Rooted in Tradition

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.


Capital

More than Dollars & Cents

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. 

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