As we say goodbye to 2024, we at BentOak Capital reflect on a year marked by growth, innovation, and unwavering commitment to our clients. Here’s a look back at the milestones and achievements that defined our journey last year.
Strategic Partnerships and Team Expansion
Early last year, we extended our footprint by opening a new location in Houston, bringing Jason McGarraugh and Kim Cushman into the BentOak Capital family. Their expertise and passion for client service have been instrumental in broadening our reach and enhancing the comprehensive wealth management solutions we provide.
Recognizing the importance of a strong digital presence, we added remote marketing associate, Elaina McClure, to our team. Since joining, Elaina has spearheaded numerous innovative marketing initiatives, helping us better connect with clients and showcase the unique value BentOak Capital offers. Her contributions have modernized and amplified our message, ensuring clients feel informed, supported, and engaged.
In July, we were thrilled to see advisor Keith Trent step into an expanded role focused on mentoring the next generation of advisors. By sharing his wealth of knowledge and experience, Keith is fostering a culture of continuous improvement and ensuring that every client benefits from expert, forward-thinking financial guidance.
Thought Leadership and Client Education
The BentOak Capital Blog
Our commitment to providing valuable insights remained steadfast. In 2024, we wrote 64 blog posts, and our readers showed immense interest in a variety of topics, from market trends to retirement strategies. Our three most widely-read posts were:
5 Things to Know About the Texas Stock Exchange (TXSE)
Maximizing the Benefits of a Health Savings Account (HSA)
Retirement Readiness: Finding Your Identity Beyond the Workplace
Facebook Reels and YouTube Shorts
Last year, along with our market update videos we issue each month, we embraced short-form video content with our “You Ask, We Answer” series on LinkedIn Videos, Facebook Reels and YouTube Shorts. These videos addressed real financial questions from our clients and followers, delivering clear, concise, and actionable advice in under 60 seconds. From breaking down market trends to answering questions about retirement planning, this series became a dynamic way to engage with our community and demystify complex financial topics.
Have a topic you’d like us to cover? Let us know—we’d love to hear from you!
Looking Ahead
As we prepare for 2025, our dedication to delivering personalized, professional, and informative wealth management solutions remains our top priority. We are excited about the opportunities the new year holds and look forward to continuing to serve our clients with excellence.
Connect with Us
We invite you to reach out to discuss your financial goals and explore how our team can assist you in achieving them. Contact us today to schedule a consultation.
IMPORTANT DISCLOSURE INFORMATION: Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by BentOak Capital [“BentOak”]), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. BentOak is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for personalized investment advice from BentOak. Please remember that it remains your responsibility to advise BentOak, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request at www.bentoakcapital.com/disclosure. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement. Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your accounts; and, (3) a description of each comparative benchmark/index is available upon request. Please Note: Limitations: Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation, certification, or license should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if BentOak is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation criteria/methodology, to the extent applicable). Unless expressly indicated to the contrary, BentOak did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of BentOak by any of its clients. ANY QUESTIONS: BentOak’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.