Relocation Lubbock Office

BentOak Capital Relocates Lubbock Office to Support Continued Growth

LUBBOCK, TEXAS — BentOak Capital, a leading wealth management firm, is pleased to […]

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Inherit Wealth, Not Woes

In the New York Times article discussing how to manage inherited wealth, Jason […]

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What Beneficial Ownership Means for Small-Biz Clients

In the Financial Planning Association article “What Beneficial Ownership Means for Small Biz […]

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American 401(K) Savings Rates Reach All-Time High

In the Financial Planning article “American 401(k) Savings Rates Reach All-Time High, Vanguard […]

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BentOak Capital Enters Houston Market, Eyes Additional Growth Opportunities

In the Houston Business Journal article “BentOak Capital Expands Houston Market,” author Katherine […]

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BentOak Capital Named Weatherford Chamber Small Business of the Year 2023

FOR IMMEDIATE RELEASE   Weatherford, TX – BentOak Capital is honored to be […]

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