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About Post Oak Private Wealth Advisors
Post Oak delivers a unique blend of portfolio management sophistication, client friendly technology and an uncommon level of personal service. We specialize in wealth management and financial planning. 401k rollovers, estate planning and retirement planning are our specialties we provide for our clients.
About Post Oak Private Wealth Advisors
Post Oak delivers a unique blend of portfolio management sophistication, client friendly technology and an uncommon level of personal service. We specialize in wealth management and financial planning. 401k rollovers, estate planning and retirement planning are our specialties we provide for our clients.
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(3) Reviews for this company
1 Stars
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4 Stars
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5 Stars
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Jane Macrae
Previously, with other advisors we were blessed in every respect the day our path crossed several years ago with Post Oak Private Wealth at a Lunch and Learn. Not only are Rob and his team professional, they are approachable, caring, and have done an incredible job for us. Their attention to detail, their knowledge and guidance has been invaluable and set us up for retirement. Gratitude for good people who pride themselves in doing a first class job for their clients.
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Ahmed Oladimeji
I can only say I wish I had found them earlier in my career. Rob's investment performance is really amazing, but as they often say, "it's difficult to manage money in a vacuum", so they take a very comprehensive approach to understanding distribution needs in retirement, how to be as tax-efficient as possible...then crafted a custom strategy for my wife and I. Bravo.
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Phyllis Covert
Savannah, Marium, Rob and Gino all worked with us to prepare a a roadmap for our future. I cannot tell you how much of a relief it was to see our financial plan which goes well into our 90's. Now, I am not stressing and the road looks like a lot of fun. They have been able to shift gears quickly when our plans changed and they let us know about things that we were not aware. All of them have been very professional yet still personal. We appreciate them all and feel very privileged to have such a great team. Services Financial planning
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Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
P
Phyllis Covert
Savannah, Marium, Rob and Gino all worked with us to prepare a a roadmap for our future. I cannot tell you how much of a relief it was to see our financial plan which goes well into our 90's. Now, I am not stressing and the road looks like a lot of fun. They have been able to shift gears quickly when our plans changed and they let us know about things that we were not aware. All of them have been very professional yet still personal. We appreciate them all and feel very privileged to have such a great team. Services Financial planning
A
Ahmed Oladimeji
I can only say I wish I had found them earlier in my career. Rob's investment performance is really amazing, but as they often say, "it's difficult to manage money in a vacuum", so they take a very comprehensive approach to understanding distribution needs in retirement, how to be as tax-efficient as possible...then crafted a custom strategy for my wife and I. Bravo.
J
Jane Macrae
Previously, with other advisors we were blessed in every respect the day our path crossed several years ago with Post Oak Private Wealth at a Lunch and Learn. Not only are Rob and his team professional, they are approachable, caring, and have done an incredible job for us. Their attention to detail, their knowledge and guidance has been invaluable and set us up for retirement. Gratitude for good people who pride themselves in doing a first class job for their clients.
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