BentOak Capital Employee Directory

Investment ManagementTexas, United States11-50 Employees

At BentOak Capital, we partner with affluent families, retirees, executives, entrepreneurs, and multigenerational landowners across Texas who know that real wealth goes beyond numbers. It is about protecting what matters most, for generations to come.

As an independent wealth management firm, we offer comprehensive financial planning, investment management, retirement planning, estate planning, and tax strategies tailored to your life, goals, and legacy.

With over 235 years of combined experience, 200+ multigenerational client relationships, and a client retention rate over 98%, our team provides the deep expertise and personalized attention that complex financial lives require.

Whether you're preparing for retirement, navigating a business transition, or managing generational wealth, we are here to walk alongside you with clarity, trust, and purpose.

📍 Serving clients across Texas with offices in Weatherford, Fort Worth, Lubbock, and the Houston area
🔗 Learn more at www.bentoakcapital.com

Please remember to contact BentOak Capital (“BentOak”), in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, to modify any reasonable restrictions to our investment advisory services, or if you wish to direct that BentOak to effect any specific transactions for your account. A copy of our current written disclosure brochure discussing our advisory services and fees continues to remain available upon request or at www.bentoakcapital.com.

Financial Planning & Investment Advice offered through Garrett Wealth Advisory Group, LLC dba BentOak Capital, a registered investment advisor.

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