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A More Specialized Approach to Managing Risk


Services  |  Our Firm  |  About Us  |  Our Team  |  Resources   |  Contact Us 



Our Expertise

Post Oak Private Wealth Advisors is a leading money management and advisory firm based in Houston serving clients throughout the nation.

We are a highly specialized, fiduciary fee-based firm focused exclusively on advanced risk managed investing, retirement distribution planning & innovative cash flow and tax design, delivered with uncommon responsiveness and service.


Transparency, Simplicity & Value 

 SERVICES

Advanced Risk-Managed Investing

By hedging against the risk of severe market declines, our investment strategies allow clients to participate in most of the upside of the equity markets while protecting their portfolios against the devastating losses that can sometimes be associated with investing in the markets.

Our Risk-Managed Portfolios are the result of our commitment to offering investment solutions that allow investors to benefit from investing in the equities market while reducing the inherent risks.

Many companies and investors are still relying on asset allocation strategies that hope to provide some protection in falling markets, though history has proven this is not enough to offer any predictability against market corrections. With our proprietary expertise, we combine low cost market participation, with a hedge against catastrophic losses.

The principals at Post Oak have devoted considerable time and resources during the last 25 years towards developing innovative portfolio management solutions that provide investment returns in up markets and protection in down market environments. 

  • A distinct, innovative approach to address risk
  • Market risk Managed similar that employed by insurance companies
  • Experienced managers
  • Extensive risk management expertise
  • “Always protected…All the time”

“The most important factor in determining long-term investment success is the management of downside risk”.

-Robert M. Wyrick, Jr., CIO, Post Oak Private Wealth Advisors

Retirement Distribution Planning

If you’re approaching retirement, you’ll soon be making some complex financial decisions. One of the most significant decisions is how to take distributions of the funds you’ve accumulated.

Our Retirement Planning process is centered around the meticulous analysis of an individual’s retirement asset components, such as a company pension, 401(k) savings plan, company stock options, concentrated stock positions and after-tax savings; to create a plan of action that recommends exactly what steps to take, and when to take them.

You will likely have to make decisions on your retirement distribution before you leave your company, and it’s important that you make the right decision based on the specifics of your retirement plan and your personal circumstances. Otherwise, you risk paying excessive taxes and penalties.

Cash Flow Planning

The financial lives of corporate employees have grown increasingly complicated. The combinations of pre-tax and after-tax savings, pension choices, company stock, etc., have served our clients well in terms of providing valuable resources for retirement. However, knowing how and when to draw on which assets, and in the most tax-efficient manner is a critical and often overlooked step in the planning process. This is one of our areas of specialization.

The purpose of our innovative Cash Flow and Tax Design is to create an income plan that minimizes taxes, maximizes income and eliminates unnecessary risk.

Our Comprehensive Wealth Management is built around you. It takes into account your objectives, your family-makeup, risk tolerance, retirement goals, time horizon, the corporate benefits and/or small business benefit strategies available to you, tax mitigation, and your estate planning desires encompassing your legacy, heirs and charities.

At Post Oak Private Wealth Advisors, you are at the center of a plan that coordinates and includes attorneys and CPAs to provide you with wealth accumulation, wealth management, wealth transfer and tax planning for you and succeeding generations. We utilize our experience to design plans that put your family’s needs front and center.  

Our collaborative approach helps ensure the best minds are working together as a team to develop the best and most appropriate strategies to achieve your personal and family goals throughout the generations.

These may include:

  • Retirement income, distribution, cash flow and tax planning
  • Estate planning coordinated with your attorney
  • Risk management and hedging strategies
  • Tax planning coordinated with your accountant

The Seamless Balance of Experience, 

Technology & Service

Our Firm

Post Oak delivers a unique blend of portfolio management sophistication, client friendly technology and an uncommon level of personal service.

Portfolio Management

With the latest in institutional technology, we employ portfolio crash testing to help determine an investor’s vulnerability in severe economic environments. Our experience, combined with modern tools and protective hedging provide our clients with an exceptional level of diligence and protection against extreme market environments.

Know Where You Stand

See your net worth and performance on demand. Link all of your accounts to our secure dashboard for a complete picture of your financial life anytime, on any device. Receive automated weekly emails showing your performance for the week across all linked accounts.

Uncommon Personal Service

We deliver to you the highest level of expertise wrapped in an easy-to-work-with package. Our paperless environment combined with respect, courtesy and responsiveness make our relationships with our clients very unique. We are rated as a premiere wealth management firm for many reasons, not the least of which is how we treat our clients, and the ease in which we make doing business.


OUR FIRM HAS BEEN FEATURED IN THE FOLLOWING MEDIA:


About Us

Our Clients

From the very beginning we have served individuals, affluent families, and institutions who want a firm to guide them to and through specialized risk managed investing, retirement planning and beyond to their legacy and heirs.

Our clients include:

  • Senior Executives, Managing Partners, Principals and Business Owners
  • Medical and Legal Professionals 
  • Women Inheriting Wealth or Facing Divorce, Widowhood or Life Transitions
  • Multi-Generational, High-Net-Worth Families
  • Corporate Employees Nearing or in Retirement
  • Mid-Tier institutional Investors

Those who choose Post Oak are seeking the advantage of our uncommon expertise. We work with people who want unbiased and transparent financial advice provided to them on a fee-only fiduciary basis.  Our clients know and trust our expertise and that we put their best financial interests ahead of absolutely everything else.

Our Difference

There’s a reason we’re often featured in the media and have a reputation for financial expertise. We have a deep understanding of the financial services industry from a money management, regulatory and an industry perspective.

But more importantly, we provide our clients with the exact same advice and service we give to our families and closest friends. We are considered a top advisory firm, not because the media trusts us, but because our clients have placed their trust in us, and we continue to earn their trust every day.

Managing your wealth is a task we take very seriously, and we know what it means to you and your family…the fulfillment of your dreams, securing your family’s legacy and creating the retirement you envision.

Distinctive Service

When you call or meet with Post Oak Private Wealth Advisors, first you will notice that you are treated with respect, courtesy and responsiveness. We are rated as one of the nation’s premiere wealth management firms for many reasons, not the least of which is how we treat our clients. The advice we give you is the same we give our family members or take ourselves for our own portfolio.

We use the words “transparency, simplicity and value” because they’re words we believe in. We deliver to you the highest level of expertise wrapped in an easy-to-work-with package.

We stay in touch. We call you. We respond to you quickly. And we provide ongoing information and communications in the form of market commentaries, white papers, blog posts and social media. We exist to serve you—and share our passion for money management and the exclusive methodologies we’ve developed and refined.

In an environment that is increasingly more fragmented and impersonal, our mission is to deliver extremely personal and distinctive service. We are here for you, your children, your parents and your extended family members. You deserve our full attention, and we work along side you throughout the years. You come first.

Simplicity is the ultimate sophistication

- Leonardo da Vinci

Our Management Team

ROBERT M. WYRICK, JR. Photo

ROBERT M. WYRICK, JR.

Managing Member, Chief Investment Officer
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Robert M. Wyrick, Jr. brings a long history and understanding of the investment markets to clients across the country.

Beginning his career as an intern with Oppenheimer & Co., Robert quickly developed a passion and talent for investing.   Robert was fortunate to have received his formal training at the prestigious firm of Underwood, Neuhaus and Company.  It is here that he was trained and worked in all aspects of institutional investment management and began to understand the value of protecting portfolios in much the same way insurance companies hedge-risk.

A student and practitioner of the advanced principals of portfolio management, Robert has devoted considerable time and resources to the refinement of protecting portfolios through the use of protective hedges as a means of preserving capital in difficult markets, and to provide investment returns in up and down market environments.  He is dedicated to prudent risk management and has devoted much of his twenty-five year career to developing innovative and simple portfolio management solutions. As former President and Lead Portfolio Manager for a national investment advisory firm, Robert has successfully guided investors and advisors through market turbulence for years. He has the experience, skill and knowledge to provide the guidance investors are looking for.

It is Robert’s experience, passion and dedication to developing cutting-edge portfolio management soultions that makes him a uniquely qualified investment manager. 

TRAVIS TUREL Photo

TRAVIS TUREL

Senior Vice President
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Travis Turel has received his BA in Economics and History from Willamette University and has been in the financial services industry since 2003.  

Prior to joining Post Oak Private Wealth Advisors, Travis worked with a broad scope of private and corporate clients with Charles Schwab, and most recently with a specialty energy fund. A Five Star Wealth Manager as listed in Texas Monthly Magazine, and featured on Houston’s ABC NEWS Channel 13.

A resourceful and highly competent manager, Travis' strength is in providing concise and high-level analysis and building long standing relationships with his clients.  He is well versed in all equity management strategies with particular expertise in advanced risk management.

Originally from Oregon, enjoys the outdoors and spending time with his friends and family.  Travis earned his a private pilots license in 2004. 

DONNA BEHLER RUSSELL Photo

DONNA BEHLER RUSSELL

Senior Vice President
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Donna offers particular expertise in creating plans that mitigate risk and guide our clients through retirement. Her focus on distribution planning and tax efficiency makes her financial work unique to the industry.  What Donna enjoys most is “creating a true and successful written financial plan for each client, and to help ensure the plan’s success through specialized risk management.”

Donna believes in the importance of educating clients on risk management. “We are proud to have been operating in a fiduciary role for each client long before this became a popular catch phrase,” she explains. “This holds us to a particular standard. We know what it takes to create a long-term, successful plan for each client.”

With over 20 years of blue-chip experience, Donna has helped guide employees from many of the country’s biggest employers through successful transition and retirement.  Her technical knowledge, passion and attention to detail is reflected in every individualized plan she creates for Post Oak’s clients.

Donna’s understanding of the principles of advanced risk management, coupled with planning expertise makes her advice invaluable.

When Donna has time away from the office she enjoys gardening and boating with her husband and friends.

Blue-Chip Training and Experience On Your Side

Resources

To review our current thinking about the markets in general as well as our specific investment strategies, Post Oak Private Wealth Advisors produces monthly economic updates and periodic topical white papers for download.


Connecting With Us is Easy

Get in Touch

We dedicate time each week to answering questions from people across the country on financial matters. If you have something you want to know more about, have a specific question about our services, or just need a little guidance - feel free to send us an email using the contact form below.

We work with families from coast to coast providing expert guidance on properly managing investment risk, retirement distribution planning, as well as many other areas of financial complexity. We seek to bring simplicity, transparency and value to our industry and those we serve.