Robert M. Wyrick, Jr.
Managing Director / Chief Investment Officer
Robert M. Wyrick, Jr. is Managing Director and Chief Investment Officer at Post Oak Private Wealth Advisors, a Houston-based fiduciary wealth management firm serving individuals, families, executives, retirees, and business owners through integrated financial planning, tax-aware retirement distribution planning, and risk-managed portfolio management. With more than twenty-five years of experience advising investors, Robert has built his career around a simple principle: protect capital first, grow it prudently, and structure portfolios that can endure changing economic conditions.
Robert's career spans both the institutional and private wealth sides of investment management. He began his career managing portfolios for large institutional clients, including foundations, endowments, and insurance companies, where he developed deep expertise in risk management and portfolio construction. He later served as President and Lead Portfolio Manager of a national Registered Investment Advisory firm, where he guided investors and advisors through multiple market cycles and periods of economic uncertainty, leading portfolio design strategy for a team of approximately 2,000 advisors and their clients.
That institutional foundation, and the discipline around managing risk that came with it, shapes how Post Oak approaches every client relationship today. Robert holds a Bachelor of Business Administration from the University of Houston.
His work at Post Oak is centered on clients facing meaningful financial complexity: corporate executives approaching retirement, energy sector professionals evaluating pension and benefit decisions, women navigating significant financial transitions after divorce, and business owners managing wealth following liquidity events.
As Chief Investment Officer, Robert guides the firm's investment philosophy, portfolio strategy, and risk-managed approach to wealth management, connecting investment decisions with broader planning considerations, including tax efficiency, income distribution, estate coordination, and long-term financial confidence.
Post Oak operates under a fiduciary, fee-only model. The firm does not earn commissions, and every recommendation is made in the client's interest alone.
Areas of Expertise
Robert's professional focus includes retirement distribution planning, tax planning and optimization, portfolio management, risk-managed investing, fiduciary wealth management, planning for energy sector executives, planning for business owners after liquidity events, and planning for women navigating divorce settlements.
Recognition
- Robert and Post Oak Private Wealth Advisors have earned recognition from several industry publications:
- 2026 Top 100 Investment Professionals, InvestmentNews
- America's Top Financial Advisory Firms 2026, Newsweek
- Best Financial Advisory Firms 2026, USA TODAY
- Texas Monthly Five Star Wealth Manager, 2015-2026
Published Resources
Tax Diversification
Post Oak's Tax Diversification report explains how different account types, pre-tax, after-tax, and tax-free, affect retirement income flexibility and tax planning. It covers Roth conversion planning, required minimum distributions, Medicare premium considerations, estate planning, and the widow's tax trap that affects surviving spouses.
Retirement Income Planning
Post Oak's Retirement Income Planning resource addresses advanced cash flow planning strategies for corporate retirees, including pension payout analysis, Social Security maximization, Roth conversion modeling, tax bracket management, investment management, healthcare, Medicare, and estate coordination.
Inherited IRA Planning
Post Oak provides a detailed reference resource on inherited IRA rules, covering the key decisions a surviving spouse or non-spouse beneficiary must make, including RMD start dates, calculation tables, and the difference between spousal rollover and inherited account treatment.
Energy Employer Retirement Checklist
Designed for energy sector employees navigating layoffs or voluntary retirement, this checklist covers retirement eligibility, pension elections, 401(k) and savings plan decisions, company stock and NUA strategy, health benefits, Social Security, Medicare, tax planning, beneficiary designations, and estate planning.
Financial Confidence After Divorce
Post Oak's guide on financial confidence after divorce covers settlement analysis, tax planning, retirement income projection, investment planning, estate updates, Social Security optimization for divorced individuals, and building a coordinated advisory team.
Trust-Related Planning
Post Oak publishes educational resources on trust administration and how the directed trustee model works. Trust administration services are offered through a partnership with an independent, chartered corporate trust company. Post Oak is not a trust company and does not provide legal or tax advice.
About Post Oak Private Wealth Advisors
Post Oak Private Wealth Advisors is a Houston-based fiduciary wealth management firm specializing in retirement distribution planning, tax optimization, and investment management for affluent individuals, families, executives, retirees, and business owners.
The firm serves clients who need coordinated advice across retirement income, tax strategy, portfolio management, estate considerations, and major financial transitions. Post Oak's fee-only advisory model is designed around clarity, responsiveness, and long-term planning, with no commissions and a fiduciary obligation to act in each client's interest alone.
Disclosures
This page is for informational purposes only and does not constitute investment, legal, or tax advice. Post Oak Private Wealth Advisors is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Please consult your legal, tax, and financial professionals regarding your specific situation.
Let's Talk
We offer a complimentary introductory conversation, with no cost and no commitment. Contact our team to schedule a call and explore how Post Oak can help you plan with greater clarity and confidence.
(281) 580-2100
rwyrick@postoakprivatewealth.com
1200 Smith Street, Suite 610, Houston, TX 77002