Broker Check

Oakwell PWM - San Antonio, TX

Four Cornerstone Process

At Oakwell Private Wealth, we believe our client’s situation is more complex than basic money management. We evaluate each Private Wealth client’s liquidity, investments, retirement, tax, estate, and risk management situation. By using Oakwell’s Four Cornerstone Process, we will determine what really matters to you and develop a plan to attain your goals.

Develop Financial Goals, Objectives, and Liquidity

  • Evaluate your current financial situation and prioritize your needs  
  • Develop realistic financial goals and define your objectives
  • Assess your current liquidity and debt circumstances

Retirement Planning 

  • Analyze your current retirement situation and needs
  • Create achievable retirement goals/milestones
  • Simplify retirement solutions for individuals and small businesses

Tax Planning  

  • Analyze your current individual and complex small business tax situation
  • Recommend efficient tax solutions*
  • Work with your existing tax advisor or recommend a tax advisor when needed

Estate and Insurance Planning 

  • Define your existing wealth transfer goals and objectives
  • Evaluate and recommend wealth transfer solutions for individuals and small businesses
  • Work with your existing estate planning attorney or recommend an estate planning attorney when needed

*Oakwell Private Wealth Management LLC is not a CPA firm and are not tax advisors