Broker Check

Oakwell PWM - San Antonio, TX

Private Wealth Management

Private Wealth Management is an investment advisory discipline which combines full financial planning and portfolio management to high net worth individuals and families who desire the support of credentialed and experienced professionals who come together to develop plans and strategies that are tailored to the clients specific need. 

Through our C.P.E. Process, each Private Wealth Advisor is equipped to meet the needs of each Private Wealth Client. 

Experienced Advisor:

Brian Boswell, CFP®

Dan Michel, CPA, PFS

Laurent "Lou" Boumaza, CFP®

Touchstone McDonald