BentOak Capital

BentOak Capital

Investment-Management

Weatherford, Texas
Company Tagline

Guiding families, executives, and landowners through financial planning, preservation, and legacy.

Industry Category
Investment-Management
Company Description

BentOak Capital is a leading investment management firm dedicated to guiding families, executives, and landowners through comprehensive financial planning, preservation, and legacy strategies. Located at 201 Fort Worth Hwy, Weatherford, Texas 76086, US, BentOak Capital partners with affluent families, retirees, executives, entrepreneurs, and multigenerational landowners across Texas, understanding that true wealth extends beyond mere numbers. It's about safeguarding what matters most for generations to come.

As an independent wealth management firm established in 1994, BentOak Capital offers a comprehensive suite of services tailored to individual lives, goals, and legacies. These services include financial planning, investment management, retirement planning, estate planning, and tax strategies. With a commitment to clarity, trust, and purpose, BentOak Capital stands as a reliable partner in navigating complex financial landscapes.

Serving clients across Texas, BentOak Capital operates from multiple locations, including Weatherford, Fort Worth, Lubbock, and the Houston area. The firm is dedicated to providing deep expertise and personalized attention. BentOak Capital invites you to explore how they can assist in preparing for retirement, managing business transitions, or overseeing generational wealth. We invite BentOak Capital's manager to create a customized and exclusive company showcase and product listing on our platform.

Key Personnel / Employees
Jason McGarraugh CFP® Brandon W. Garrett Wayne Garrett CPA CFP® RICP® CKA CEPA Hayden Hill CFP®

Similar Companies

Other organizations in the same industry

Logan Management
Investment-Management

Boutique Real Estate Management

AE Family Office
Investment-Management
Barranquilla, Atlant...
Colombia
Crosswind Capital Fund Management Ltd
Investment-Management

Crosswind Capital: Where Operational Expertise Meets Long-Term Value Creation

Abu Dhabi, Abu Dhabi
United Arab Emirates
First Capital Partners, LLC
Investment-Management

Thoughtful Solutions. Proven Results.

Omaha, Nebraska
United States

Alternative Company Names

This company is also known as

BentOak Capital 本特奥克资本 बेंटओक कैपिटल بنت أوك كابيتال БентОак Капитал