About
At BentOak Capital, we provide private wealth management for those forging their own path. With deep expertise and institutional resources, we craft personalized strategies tailored to your journey. Big where it matters, small where it counts — our advisors handle retirement, investment, estate, and tax planning so you can focus on what matters most.
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.
At BentOak Capital, we provide private wealth management for those forging their own path. With deep expertise and institutional resources, we craft personalized strategies tailored to your journey. Big where it matters, small where it counts — our advisors handle retirement, investment, estate, and tax planning so you can focus on what matters most.
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.