Post Oak Private Wealth Advisors Louisiana St, Houston

Post Oak Private Wealth Advisors Reviews

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  Gemma Backhaus
  5

  Love the fact that Post Oak Private Wealth Advisors is a fiduciary. No axe to grind. No products to sell. Just a capable and credentialed advisory firm one would hope to find. I feel fortunate!

  Response from the owner

  We're so glad to have you as a client! We take our responsibility to our clients very seriously and are always acting in their best interests. Thank you for your kind words!

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  Claudia Schinlauer
  5

  Thank you to Robert Wyrick for the sound guidance. My husband and I were good savers, but I didn’t have any clear direction when he passed away. I was referred to Mr. Wyrick by several friends and now I’m a raving fan as well.

  Response from the owner

  Thank you, Claudia! We're so glad to have been able to help during this difficult time. Losing a loved one is never easy, but we hope that our guidance was able to give you some peace of mind. Thank you for your kind words and we look forward to helping you in the future.

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  Jessica Thompson
  5

  Aside from maxing out my 401k for many years, Post Oak is the best decision I ever made. QUALITY QUALITY guidance from experts in the field of Retirement Distribution Planning.

  Response from the owner

  Thank you so much for your kind words, Jessica! We're thrilled to hear that Post Oak has been such a great decision for you and that our guidance has been so helpful in your retirement planning. We'll continue to do our best to provide quality advice and service in the future.

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  Cody Patterson
  5

  Each guide I talked with sounded unpracticed and excessively restless for my business until Post Oak. Extremely prepared and experienced experts. They are somewhat specific with regards to who they will work with, however on the off chance that you become a customer it resembles working with family

  Response from the owner

  Thank you for the kind words and 5-star review, Cody! We take our work very seriously and are very grateful to work with our clients.

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  Charlotte Montalbano
  5

  Rob has been looking after my money since I retired from oil and gas. As a very technical person, I've always managed my finances myself. However, I needed guidance around all of the moving parts of retirement, such as which accounts to draw from, how to keep taxes low, and most of all, how to manage market risk. Rob's attention to detail, knowledge, and expertise relating to managing risk in down-markets has allowed me to breathe a sigh of relief and 2020 has only increased my confidence in talent and abilities. I am so happy with Rob's work, that I just referred my brother to him.

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  Gregory Wyrick
  5

  Robert Wyrick is the most trustworthy and competent investment manager I have ever met, and believe me when I say that I spent many years searching. His guidance, expertise and friendship are a blessing to me and my family.

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  Holmes Johnson
  5

  Spoke with Robert Wyrick and he really went above and beyond with his advise/service. Definitely one of the best, of not the best, investments one could make!

  Response from the owner

  Hi Holmes! Thank you so much for your kind words - it's been a pleasure advising you. Stay well!