Wayne Garrett, CFP®, CPA/PFS℠, CKA®
CEOBentOak Capital
Areas of Concentration
Accounting, Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Intergenerational Planning, Investment Management, Investment Planning, Legacy Planning, Life Planning, Life Transitions, Long-Term Care, Planning for Owners of Closely-Held Businesses, Planning for Couples, Retirement Income Management, Retirement Planning, Securities, Small Business Planning, Social Security Planning, Socially Responsible Investments, Sudden Wealth Management, Tax Planning, Tax Preparation, Wealth Management, Wealth Transfer, Women's Finances, Young Professionals
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
I am the Founder and CEO of BentOakCapital which is a hybrid RIA with a broker relationship with LPL Financial. As a CPA, CFP® and RICP, I work closely with clients in holistic financial planning including tax and estate planning, asset management, insurance, retirement planning, etc. The firm is an Executive Club level firm with LPL (top 1%) and I have been ranked in Forbes Best of State rankings. I am also able to provide tax returns and other accounting services through my other firm, Snow Garrett Williams CPAs.Licensed in these states: AZ, AR, CA, CO, DE, FL, GA, KS, LA, MO, NJ, NM, NC, OH, PA, TN, TX, WA
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