Weatherford, TX – BentOak Capital is proud to announce a strategic partnership through the merging of Your Wealth Guardian into its operations. This integration marks a significant step in BentOak Capital’s expansion strategy, introducing a new location in the Houston area and amplifying its wealth management services to deliver enhanced value to clients.
Jason McGarraugh, owner of Your Wealth Guardian, along with his team, including veteran client service associate Kim Cushman, will bring their expertise and client-centric approach to BentOak Capital. This merger is driven by a shared commitment to prioritizing client needs and ensuring the continuity of high-quality service.
“Integrating Jason’s firm with BentOak Capital is a move that not only extends our capabilities but also aligns with our core values and strategic vision,” said Brandon Garrett, CEO of BentOak Capital. “It’s the culmination of our long-term friendship and professional regard for one another. We’re all excited about the opportunities this merger creates for our clients.”
For Jason McGarraugh, merging with BentOak Capital represents an opportunity to enhance his firm’s service model and ensure a comprehensive succession plan for his clients. The partnership leverages BentOak Capital’s robust resources and infrastructure to offer McGarraugh’s clients a broader range of financial planning and wealth management solutions. Jason will also be joining BentOak Capital’s leadership team while continuing to serve his clients under the BentOak Capital brand.
“The decision to merge my firm with BentOak Capital is one that reflects our dedication to our clients’ long-term well-being,” Jason McGarraugh said. “This partnership not only expands the services available to our clients but also secures a future of continued excellence and personalized care. I look forward to contributing to BentOak’s overall mission and serving our clients with even greater resources.”
This merger marks BentOak Capital’s introduction into the Houston area, emphasizing the firm’s commitment to growth and excellence in wealth management. BentOak Capital, known for its personalized financial planning and investment management services, sees this partnership as a reinforcement of its commitment to client care, integrity, and excellence. With offices in Weatherford, Fort Worth, Lubbock, and Houston (Katy), the BentOak Capital team now oversees advisory, brokerage, and retirement assets under advisement of over $800 million. The addition of McGarraugh and team positions BentOak Capital to further its impact in the wealth management industry.
Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through BentOak Capital, a registered investment advisor, and separate entity from LPL Financial.
