LEARN ABOUT OUR FIRM

Our team of financial planners and administrative staff serves all clients.  With advisors specializing in different practice areas such as retirement planning, estate planning, and tax planning, we have the collaborative resources to address your individual needs.

• MISSION 

We deliver personalized wealth management solutions to high net worth families, trusts, and businesses, so they can focus on what matters most to them.

• VISION

We strive to be the most impactful wealth management brand in the communities we serve.

~Message From Our Partners~

After 25 years, Snow Garrett Wealth Management has rebranded to “BentOak Capital” – a name that more strongly reflects our collaborative team approach and long-term vision. 

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