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Category: BentOak Updates

Keith Trent Takes on Expanded Role at BentOak Capital to Guide Next Generation Advisors
Keith Trent Takes on Expanded Role at BentOak Capital to Guide Next Generation Advisors
2 Jul 2024
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Lubbock, TX – BentOak Capital is excited to announce a significant evolution in the role of esteemed advisor Keith Trent. Going forward, Keith will be focusing on team mentorship as a pivotal role at BentOak […]
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Jason McGarraugh & Your Wealth Guardian Joins Forces with BentOak Capital® for Strategic Expansion and Enhanced Client Services
Jason McGarraugh & Your Wealth Guardian Joins Forces with BentOak Capital® for Strategic Expansion and Enhanced Client Services
2 May 2024
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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 […]
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LEADERSHIP TRANSITION PAVES WAY FOR NEW ERA AT BENTOAK CAPITAL®
LEADERSHIP TRANSITION PAVES WAY FOR NEW ERA AT BENTOAK CAPITAL®
15 Nov 2023
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FOR IMMEDIATE RELEASE Weatherford, TX, Nov. 15th, 2023 – BentOak Capital®, a leader in the private wealth management space, today announced key shifts in its executive leadership lineup. These changes not only signify the company’s […]
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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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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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BentOak Capital Rebrand
BentOak Capital Rebrand
20 Jul 2020
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Snow Garrett Wealth Management Announces Rebrand To Bentoak Capital, Enhanced Services
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