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Investment Consultants

Dan | Co-Chief Strategist | Oakwell Private Wealth Management

Mario Nardone CFA®

Co-Chief Investment Strategist | Partner, East Bay Investment Solutions

Eric Stein CFA®

Co-Chief Investment Strategist | Partner, East Bay Investment Solutions

Our Offices

Austin Office

3200 Steck Avenue,
Suite 200,
Austin, TX 78757

New Braunfels Office

1619 East Common Street,
Suite 1101,
New Braunfels, TX 78130

Cedar Park Office - Coming Soon!

6300 183A Toll Road,
Suite 260,
Cedar Park, TX 78641

Client Center Careers

Contact Us

E: service@oakwellpwm.com
P: 800-556-2593

Get in Touch

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Oakwell Private Wealth Management is a Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional or attorney before implementing any strategy or recommendation discussed herein.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Oakwell Private Wealth Management is not a CPA Firm

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