Real Estate Professional

At Oakwell PWM, we recognize the unique financial challenges faced by real estate professionals and offer tailored solutions to ensure sustained success. Whether you own investment property or are considered a real estate professional, we specialize in comprehensive financial planning that goes beyond generic advice.


Why Choose Oakwell PWM

  • Protecting Your Business Assets: We work closely with your legal advisor to establish a clear separation between your business and personal assets, safeguarding against potential liabilities.
  • Optimizing Tax Efficiency: We help you manage unique tax opportunities such as Passive Activity Losses (PALs) and taxes on property sales through strategies like Section 1031 exchanges and tax loss harvesting.
  • Bookkeeping & Accounting: Our partnership with bookkeepers ensures accurate record-keeping and strategic decision support to enhance your tax efficiency.
  • Tax Saving Investments: We help you strategically utilize retirement-related accounts such as SEP-IRAs and Solo 401(k)s to reduce current taxable income while saving for the future.


Let Oakwell’s CERTIFIED FINANCIAL PLANNER professionals guide your real estate financial journey with expertise, empathy, and a genuine commitment to your peace of mind. Craft a legacy that's not just financially sound but emotionally enriching—a chapter resonating with purpose and legacy.