Post Oak Private Wealth Advisors Claim this business
Quick answers about Post Oak Private Wealth Advisors
Listed under Financial Advisors. located in Houston, TX.
About
Post Oak Private Wealth Advisors is a consultant located in Houston, TX. They offer finance and service services. Rated 4.9 stars from 33 Google reviews.
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- Address1200 Smith St Unit 610, Houston, TX 77002, USA
- Phone(281) 580-2100
- Websitepostoakprivatewealth.com/
- HoursMonday8:00 AM – 5:00 PMTuesday8:00 AM – 5:00 PMWednesday8:00 AM – 5:00 PMThursday8:00 AM – 5:00 PMFriday8:00 AM – 5:00 PMSaturdayClosedSundayClosed
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6 photosReviews
Working with Savannah has been one of the best financial decisions I've made. She takes the time to understand my goals and always explains things in a way that is easy to understand. One of the most valuable parts of the process has been the cash flow analysis. Seeing everything mapped out, from income and expenses to future goals and retirement planning, has given me a much clearer picture of where I stand and what I need to do to stay on track. Savannah is knowledgeable, responsive, and genuinely cares about her clients. I would highly recommend Post Oak to anyone looking for personalized financial planning and wealth management advice.
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.
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.
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.
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!