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Category: BentOak Updates

2022 Recap
2022 Recap
13 Dec 2022
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Well, that was a year, wasn’t it?  We thought it would be “nice” to revisit 2022, as though going through it once wasn’t enough.  In case you missed it, here’s a quick synopsis of the […]
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Planning with Purpose
Planning with Purpose
26 Jan 2022
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As financial planning professionals, our primary role at BentOak Capital is to help our clients create and track progress towards their personal and family goals.  As a business, we internally create and track progress towards […]
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Brandon W. Garrett – Among the Best Financial Planners in the DFW area!
Brandon W. Garrett – Among the Best Financial Planners in the DFW area!
19 Nov 2021
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“It is truly an honor to be included among the best financial planners in the DFW area. This select list is voted on by industry peers, which makes it even more special to me.” Brandon […]
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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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BentOak Capital’s Commitment Continues…
BentOak Capital’s Commitment Continues…
22 Jul 2021
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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 […]
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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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