Client Lifestyles

Connect with BentOak Capital today to begin shaping the future you deserve.

It's important to work with an advisor that is familiar with your lifestyle - someone that can meet you where you are.

Our clients typically have:

  • A Minimum $1,000,000 of Investable Assets
  • OR

  • A Minimum $350,000 Gross Household Income

Are you the right fit? Reach out to our team.

Schedule A Consultation

bentoak capital

Start Building Your Legacy

Connect with BentOak Capital today to begin shaping the future you deserve.

Get Started Today