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Post Oak Private Wealth Advisors
Comprehensive wealth management with a personal touch, guiding you to financial confidence and retirement success.
5(5 reviews)
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Business
financial-advising
financial-advisor
Services Offered
Retirement Planning
Custom strategies for retirement distribution, tax efficiency, and long-term financial security tailored to your needs.
Investment Management
Expert investment performance and portfolio management with a focus on growth and risk-adjusted returns.
Tax-Efficient Strategies
Comprehensive planning to minimize tax liabilities, including IRA conversions and asset optimization.
Wealth Management
Holistic financial guidance covering all aspects of your wealth, from savings to estate planning.
Financial Consulting
Personalized advice and semi-annual reviews to assess account standings and plan for upcoming changes.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
0
3
0
2
0
1
0
A
Ahmed Oladimeji
via Google
about 1 month ago
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.
K
Kishur Kakativia Google
about 1 month ago
Overall just good honest people that clearly have their client's best interest in mind in everything they do.
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Rita Coffeyvia Google
11 months ago
Rob and his team have done an amazing job and appreciate them so much for guiding us through the financial challenges in this world today. You can rely on their expertise. A good friend recommended him to us and so glad he did!
J
Jane Macraevia Google
about 1 year ago
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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Steve Rohledervia Google
about 1 year ago
This will be brief as I am travelling and using a cell phone. * Rule of 7s: I doubled my account assets in around 7 years. * Withdrawals from my account are always done in a tax efficient manner. * We converted Traditional IRA assets to Roth IRA assets while staying in my present tax bracket. * Rob found a solution for making use of a tax inefficient asset that otherwise would have remained unused. * We hold semi annual meetings to assess the account standings and to plan upcoming changes. * The team is always available to take my questions and they provide me with prompt solutions/information. Thank you.
