Oakwell Private Wealth Management

Located in Houston, Texas

Address: 1619 E Common St Suite 1101, New Braunfels, TX 78130, United States

Phone: +1 800-556-2593

Rating: 5

Services

Wheelchair-accessible car park
Wheelchair-accessible entrance

Photos

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Comments

Review 1 (2025-01-31 - Rating: 5)
When my husband passed away, I was suddenly faced with the immense responsibility of securing a stable financial future for myself and our 2.5-year-old twins—a task he had always handled. In search of guidance, I turned to Touchstone McDonald at Oakwell Private Wealth Management. He carefully assessed our existing investments, identified our future financial needs, and crafted a comprehensive plan that gave me the peace of mind I needed for everyday living.Over the years, Touchstone and his team have helped me establish college funds for my children and map out a clear vision for my retirement. What sets Oakwell apart is their commitment to building genuine relationships and tailoring their approach to each client’s unique needs. I am incredibly grateful to have chosen Oakwell as my trusted partner in managing my financial future.

Review 2 (2025-01-24 - Rating: 5)
We are incredibly thankful for Oakwell and their outstanding team. From our first meeting with Richard and Jacob, it was clear they genuinely care about their clients. As newcomers to investing and financial planning, we felt uncertain at first, but Oakwell quickly changed that. They patiently explained every aspect of the process and set clear goals for our financial well-being. Weve always left their office feeling confident and well educated in our investments. We trust Richard and his team immensely and would gladly recommend them to anyone looking to better manage their finances or set financial goals for the future.

Review 3 (2025-01-24 - Rating: 5)
Have been a customer of Oakwell Private Wealth Management for several years. Being retired, I was very hesitant to have someone else manage our financials. Should of engaged them many years ago, our financial growth has been outstanding. they are great at communicating and executing financial strategies specific to our financial goals and expectations. I always recommend them to anyone that is interested in creating personal wealth. They are a world class organization. Extremely pleased to be part of their customer base. Totally outstanding.

Review 4 (2025-01-31 - Rating: 5)
Touchstone McDonald and his Oakwell team welcomed our family to theirs a little over a year ago. After careful evaluation of available and suitable financial advisors and wealth managers, Margaret and I observed the Oakwell team to be thorough, prepared, aware, available, effective, careful and professional in their observance of our financial situation and needs for the future. We made our decision to trust Touchstone and Oakwell based primarily on the integrity of their people, process and related systems. To that end, we remain grateful for the relationship, and we say thank you to Touchstone and the entire Oakwell team.

Review 5 (2025-01-31 - Rating: 5)
Oakwell Private Wealth Management was recommended to us by a current client, my aunt. For the past five years, my husband and I have been clients of Touchstone McDonald. His expertise, patience, and guidance have been instrumental in our financial progress, transitioning us from “financially challenged new parents struggling through medical residency” to “financially secure adults planning for both our future and that of our children”.Throughout varying economic climates, Touchstone and his team have consistently provided invaluable support. They have developed diversified portfolio strategies, empowered us with financial literacy, and fostered a positive and optimistic approach to achieving our long-term investment goals. Touchstones strategic planning has been essential to making these goals attainable.We value Touchstones dedication and consider him a trusted advisor. We are deeply grateful for his and his teams hard work and commitment to our financial well-being.

Review 6 (2025-01-24 - Rating: 5)
My wife Bonnie and I are very happy working with Oakwell. They are professional, competent and responsive. We met with a few wealth management organizations before selecting Richard and the team. Everyone we met with at Oakwell listened to our situation and needs. Together they tailored an approach and plan that works well for us.

Review 7 (2025-01-23 - Rating: 5)
My wife and I have been associated with Richard Robbins and Touchstone McDonald for 18 years. They have advised and guided us through all of our financial situations to our complete satisfaction. We work with the Oakwell staff in New Braunfels and they are the best in every way! Everyone is genuinely caring and always listens to our concerns, helping us to achieve the best outcomes. We highly recommend Oakwell Private Wealth Management.

Review 8 (2025-01-31 - Rating: 5)
The Oakwell PWM group is First Class across the board. From the wide range of products, portfolios, and services offered to the care that is put into each... you are sure to be taken care of by this team of professionals. Personally, my family and I use Jacob Yaklin for the Wealth Management advising aspect of their offerings, and we have been over-the-top impressed with the level of individualized attention he has spent on us.It would come as a high commendation to use this group for your future planning needs.

Review 9 (2025-01-29 - Rating: 5)
We have been using Oakwell to service our investments for many many years. My wife and I are very happy with the level of service and results that are provided. They have earned our trust and we hope to continue our relationship with Oakwell for many years to come.

Review 10 (2025-01-23 - Rating: 5)
If you’re looking for a group to help manage your portfolios, Oakwell Private Wealth Management in New Braunfels is your group. They have an amazing team that go above and beyond to take care of your specific needs. To say that they have been a God send to our family is an understatement. When we had no idea what we were doing they lead us in the right direction. These people have literally become a part of our family and I honestly don’t know what we would do without them!

Review 11 (2025-01-23 - Rating: 5)
What a welcome sense of support we have felt since utilizing Oakwell’s service. Our advisor, Richard, has been extremely responsive and helpful with financial advice. We can contact him or anyone at the office and get immediate feedback. We definitely have a peace of mind with Oakwell’s guidance.

Review 12 (2025-01-10 - Rating: 5)
The partnership with Oakwell Private Wealth Management is the best financial decision I’ve made for my family and I. Highly recommended! Touchstone and the team are extremely responsive and knowledgeable. Highly recommended!

Review 13 (2025-01-24 - Rating: 5)
Im a CPA and have referred numerous clients to Oakwell. Oakwell is committed to client service and Ive heard nothing but positive feedback from anyone who is working with Oakwell.

Review 14 (2025-01-31 - Rating: 5)
Oakwell’s Wealth advisory team is full-service, prompt, and highly educational in their work. My family’s CFP at Oakwell, Jacob Yaklin, has been instrumental in helping us make more informed decisions since joining the firm a couple years ago and we are grateful for the knowledge along the way. In addition to everyday financial planning, the company offers services beyond in the areas of insurance and the like—deepening their full-service value tag. My family holds their efforts in high regard and recommends their services to anyone in need. Thanks OPWM!

Review 15 (2025-01-10 - Rating: 5)
All of the professionals at Oakwell are absolutely the best in the business. They are knowledgeable and personable. I feel like they treat us like family.

Review 16 (2023-08-10 - Rating: 5)
I had the pleasure of working with Jacob Yaklin at Oakwell Private Wealth Management, and I cannot express enough how satisfied I am with his exceptional service and expertise. From the moment I walked through the doors, Jacob made me feel at ease with his warm and friendly demeanor.Jacobs knowledge of the financial markets and his ability to assess my needs truly impressed me. He took the time to understand my financial goals, and with his guidance, I feel confident about the direction my investments have taken. His attention to detail and commitment to provide the best possible outcomes sets him apart from other advisors.Throughout our engagement, Jacob has been meticulous in explaining the various investment strategies and options available to me. He has demonstrated a rare level of transparency and honesty, ensuring that I was well-informed at every step of the process. Jacobs patience and ability to demystify complex financial concepts have been invaluable to me.What stood out to me the most was Jacobs consistent availability and responsiveness. He promptly addressed any concerns or questions I had, making me feel like a valued client. Jacob has demonstrated a true passion for his work, and his dedication to delivering top-notch service is commendable.Working with Jacob has not only given me peace of mind but has also significantly impacted my financial growth. His guidance has helped me make prudent decisions, ultimately leading to positive returns on my investments. I am truly grateful for Jacobs expertise and guidance, and I wholeheartedly recommend his services to anyone seeking professional financial advice.Thank you, Jacob Yaklin, and Oakwell Private Wealth Management, for providing me with an outstanding experience. I look forward to continuing this successful partnership and achieving further financial milestones under Jacobs guidance.