Broker Check

Oakwell PWM - San Antonio, TX

C.P. E. Process

Collaborate.

To work together, especially in a joint intellectual effort. 

“Build for your team a feeling of oneness, of dependence on one another and of strength to be derived by unity.” – Vince Lombardi

If everyone does what they do best, the best gets done. At OPWM, we have assembled a group of professionals of the highest grade to come together to serve you. Each professional has a unique area of expertise and will collaborate with your Private Wealth Advisor in developing and executing your Personalized Wealth Strategy. 

Personalize. 

To make or alter so as to meet individual needs, inclinations or specifications. 

Cookie-cutter homes may work for neighborhood development, but a similar approach to financial planning will not work for Private Wealth clients. Too often, firms try to fit their client into a “plan” rather than personalizing a strategy for that client’s needs. After our collaboration effort, a Private Wealth Strategy aimed at turning your weaknesses into strengths and positioning you for success is developed. 

Execute. 

To carry out; accomplish.

A great deal of time, effort and intellectual capacity is put into developing your Private Wealth Strategy, but it is all for not if the same vigor is not put into execution of that strategy. There can be many moving parts to consider and changes over time—a change in your family, health or overall goals is almost certain to occur along the way. As circumstances change, we continue our C.P.E. process to adapt your Private Wealth Strategy along the way.