A year ago today we announced our rebrand from Snow Garrett Wealth Management to BentOak Capital. With that rebrand, we made a commitment to you as clients to continually strive for excellence and offer superior client service.
We have some exciting developments we would like to share with you!
Since becoming BentOak Capital, we have dedicated our time and resources to ensure we continue to deliver a great digital experience for clients. We are thrilled to announce our newly enhanced website! The updated look and feel will make it easier to navigate and find resources specific to you and your financial situation.
Take a look for yourself at www.bentoakcapital.com.
Our Free eBook
Planning out what you want your legacy to look like can be a daunting task. There are tons of details and steps you want to get right, so we felt it would be helpful to offer a guide. Whether you are in the beginning state or working through a key piece of leaving your legacy, we are here to help you with the next steps. The eBook resource below can help assist you in planning your legacy so you can leave an impact on your community and loved ones. Click the image below to download your free copy today.
Our blogs, videos, and webinar pages have all been updated to make it easier for you to find what you are looking for. We will be publishing timely articles about what’s happening in the financial services industry as well as sharing tips and insights to fit your needs. You can subscribe to our monthly blog newsletter HERE.
Connect with us!
You will find regular posts about our team, community involvement, market updates, educational topics, and more. Social media is one of the best ways to stay updated with news about our firm. We hope to connect with you!
We aim to make your experience as frictionless as possible and hope you find the above resources beneficial. Please reach out to us if you have any questions or would like to connect!