Georgetown

Make More Informed Wealth Decisions with a Financial Advisor near Georgetown

At Oakwell Private Wealth Management, we help individuals, retirees, and business owners create coordinated strategies that bring together investment management, retirement planning, tax-efficient planning, and estate planning This approach can help clients take a more intentional approach to preserving wealth, preparing for future income needs, and making major financial decisions with greater clarity. For households in Georgetown and nearby Williamson County communities, financial planning can include navigating retirement transitions, legacy goals, concentrated assets, and long-term risk management while staying aligned with opportunities across Central Texas and the Greater Austin area. As a financial advisor Georgetown clients can turn to for personalized guidance, our team provides advice informed by CFP professionals through an organized wealth management process tailored to each client’s goals and circumstances. We focus on helping you simplify complexity, stay organized around your priorities, and pursue long-term financial outcomes with confidence.

^{This material was prepared by Next Level Web}

Cedar Park Office

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

Call Toll Free: (800) 556-2593

Mon-Fri: 9:00 AM - 5:00 PM

DIRECTIONS FROM Georgetown (Utilizing Ranch Road 2243 )

From West University Ave, take a left onto Railroad Ave
Proceed on Railroad Ave for .7 miles
Turn R onto Leander Rd (Ranch Road 2243)
Proceed approximately 8.1 miles
Turn L onto Ronald Reagan Blvd
Proceed approximately 1.2 miles
Turn R onto E Crystal Falls Pkway
Proceed approximately 1.4 miles
Turn left onto 183A Frontage Rd
Proceed approximately 1 mile and take the left turnaround
Exit the turn around and turn right after 200 ft into the parking lot for the James Avery Plaza, 6300 183A Frontage Rd, Suite 260

DIRECTIONS FROM Georgetown (Utilizing I-35 )

From West University Ave, take a left onto Railroad Ave
Proceed on Railroad Ave for .7 miles
Turn R onto Leander Rd (Ranch Road 2243)
Proceed approximately .3 miles
Turn L onto South I-35 Frontage Rd and exit left onto I-35
Proceed approximately 4.5 miles
Take exit 256 toward RM-1431/Cedar Park
Proceed approximately 5.7 miles
Turn R onto Ronald Reagan Blvd
Proceed approximately .8 mile
Turn L onto E New Hope Dr
Proceed 1 mile
Turn R onto Scottsdale Dr
Proceed 1.1 miles
Turn R onto Rio Verde Dr
Proceed 300 ft
Turn left into the parking lot for the James Avery Plaza, 6300 183A Frontage Rd, Suite 260