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 and retirement distribution planning... delivered with uncommon responsiveness and service.
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. Our expertise combines 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.
“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:
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 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 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:
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 alongside you throughout the years. You come first.
To review our current thinking about the markets in general as well as our specific investment strategies, Post Oak Private Wealth Advisors produces economic updates and periodic topical white papers for download.
Post Oak - Client Letter on Regional Bank Turmoil.pdf
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.
