Post Oak Private Wealth Advisors - Houston, Texas

Jane M.

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.

Steve R.

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.

Wayne S.

If you are looking for personalized service, tax advice, tracking of portfolio performance against financial benchmarks, and detailed cash flow analysis, look no further than Post Oak Private Wealth Advisors. We have been with the Post Oak team since 2016, and could not be any happier. It is not an invest and forget methodology, it is tracking performance, adjusting for market conditions and all reviewed during one-one meetings twice a year.

Karol D.

Donna was referred to me 10 years ago as a very savvy financial advisor. I am so thankful for her expertise and her being trustworthy. I have had amazing financial success with her guidance. A few of her clients are friends of mine and we have all watched our investments soar. Donna's knowledge of the different financial vehicles to invest in to achieve financial goals is unsurpassed. It is such a great feeling to be confident that my finances are in the best hands possible.

Karol Dooly

Janis S.

Donna has been our financial advisor for 22 years. She has seen us through lots of ups and downs and helped us to realize our goal of early retirement. Donna is a great listener. She encourages questions and answers until I understand. Over these years, she has become a valued friend as well as advisor.

Joe S.

We got referred to Donna by friends at work that I considered to be very financially savvy. We have now had a relationship with Donna as our Financial Adviser for more than 20 years. Donna has done a fantastic job of formulating investment strategies that support our goals. She always made investment decisions that both grew our principal and provided the right amount of protection from risk.

I have had discussions with friends about financial advisors, but none have had the success, nor the great relationship, that we have experienced with Donna. My only regret is that I did not have her as an adviser earlier in our financial plan, when we were using brokers to help make investment decisions that served their needs instead of ours.

Claudia S.

Thank you to Robert Wyrick for the sound guidance. My husband and I were good savers, but I didn’t have any clear direction when he passed away. I was referred to Mr. Wyrick by several friends and now I’m a raving fan as well.

Gregory W.

Robert Wyrick is the most trustworthy and competent investment manager I have ever met, and believe me when I say that I spent many years searching. His guidance, expertise and friendship are a blessing to me and my family.