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Wayne Garrett, CFP®, CPA/PFS℠, RICP®, CKA®

CEO
BentOak Capital


LinkedIn


Areas of Concentration

Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Intergenerational Planning, Investment Management, Legacy Planning, Life Transitions, Planning for Owners of Closely-Held Businesses, Retirement Income Management, Retirement Planning, Small Business Planning, Social Security Planning, Tax Planning, Wealth Management, Wealth Transfer

Office Location

BentOak Capital
201 Fort Worth Hwy.
Weatherford, TX 76086

Office Location

BentOak Capital
5000 Overton Plaza, Suite 110
Fort Worth, TX 76109

Office Location

BentOak Capital
611 University Avenue, Ste. 220
Lubbock, TX 79401

Description

Wayne is founder and CEO of BentOak Capital where he oversees the firmwide vision and direction of the business. He particularly enjoys taking complicated concepts and simplifying them in a way that clients can understand and easily implement to help them pursue their long-term goals. Wayne specializes in income tax planning, estate planning, investment management, and retirement planning. Over the years, Wayne has received numerous awards and recognitions for his professional service both locally and nationally – being regularly featured in Texas Monthly & Forbes Magazine as a “Five Star Wealth Manager.”* He has been recognized numerous times over the years as a top advisor with LPL Financial (with over 16,000 advisors), most recently as a member of the Executive Council – an elite group of the top 1% of LPL Financial advisors. (Note: This achievement is based on annual production among LPL advisors only.) In 2020, Wayne was named to the “Forbes Best-in-State Wealth Advisors” list. When not working or volunteering, you will find Wayne spending time spoiling his four grandchildren, being a weekend farmer, hunting, or traveling with his wife Sharon.

Licensed in these states: AZ, AR, CA, CO, DE, FL, GA, KS, LA, MO, NJ, NM, NC, OH, PA, TN, TX, WA

Check the background of this investment professional on FINRA BrokerCheck

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