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Brandon W Garrett, CFP®, CIMA®, AIF®
Brandon is President and Chief Investment Officer of BentOak Capital where he oversees the strategic direction of the firm, manages firm-wide investment solutions, and provides comprehensive financial planning guidance to clients.
Brandon Garrett quoted in Investment News: House tax proposal would close door on popular back-door Roth IRA conversions
Brandon Garrett quoted in Investment News: House tax proposal would close door on popular back-door Roth IRA conversions
19 Sep 2021
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Tax reform proposals to finance the massive budget bill being cobbled together in Congress would close the door on an increasingly popular retirement savings strategy among advisers’ wealthy clients. “It really limits what folks can […]
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Brandon Garrett quoted in Bankrate.com Article on Buying Land
Brandon Garrett quoted in Bankrate.com Article on Buying Land
28 Sep 2020
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Whether your goal is to build a family home, start a farm or use it for recreation, buying land can be tricky. Here are the essentials you need to know before you take the leap […]
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Brandon Garrett Quoted in ThinkAdvisor: “14 Big Social Security Mistakes..”
Brandon Garrett Quoted in ThinkAdvisor: “14 Big Social Security Mistakes..”
20 Sep 2020
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More than a quarter of Americans have no retirement savings or pensions, according to a 2018 Federal Reserve study. That means they’ll need to rely on Social Security to fund their retirement, which makes those […]
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Bent Oak Capital Rebrand
Bent Oak Capital Rebrand
20 Jul 2020
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Snow Garrett Wealth Management Announces Rebrand To Bentoak Capital, Enhanced Services
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Mid-Year Outlook: 2020 Expectations
Mid-Year Outlook: 2020 Expectations
15 Jul 2020
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Midyear Recap We are at the midpoint of 2020, and the last six months might feel like the longest decade of your life!  We have faced health, social, and economic issues that continue to impact […]
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Getting Started With Your 401(k)
Getting Started With Your 401(k)
17 Jun 2020
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Years ago, there was no such thing as being a retirement investor.  Retirees were often referred to as “pensioners” – they received a defined benefit from their retirement plan without ever having to worry about […]
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