Keywords: Financial oakwell private wealth management tx

Oakwell Private Wealth Management - New Braunfels (TX)

Address: 🏡 1619 E Common St Suite 1101, New Braunfels, TX 78130, USA

Phone : +1 (800) 556-2593

map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJJc7Fpiy9XIYRSN3lQmN8AQQ

find place the Oakwell Private Wealth Management?
1619 E Common St Suite 1101, New Braunfels, TX 78130
find phone number Oakwell Private Wealth Management 📱?
(800) 556-2593
What Clients Are Saying Oakwell Private Wealth Management (GG)

5 /5 Margaret Casey: 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.

5 /5 Miltie Devin: 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.

5 /5 Payton Skogman: 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.

5 /5 Steven Buck: I had the pleasure of speaking with Jacob Yaklin of Oakwell Private Wealth Management last night about my current situation. This veteran Marine listened carefully to my situation, then asked pointed questions to obtain a more detailed picture of our financial status, goals, and dreams. He offered sound advice, and backed up that advice with reasoned explanations that were easy to understand. Although we did not proceed with a long-term relationship, I am 100% convinced that Jacob would have made an excellent advisor for us and our finances. He was not pushy about their services, and was very pleasant throughout our conversation. Oakwell PWM is lucky to have Jacob as one of their advisors, and I can heartily recommend him to anyone looking for assistance managing their assets toward long-term appreciation. Thank you, Jacob!

5 /5 Conor Daugherty: I have been impressed with Oakwell’s management of my assets as they have worked through my portfolio over the past year. They have a remarkable attention to detail and strong client focus. Additionally, they have experts that cater to the financially-minded military and former military client, which was a huge selling point for me. Highly recommend!

24/09/2025
Deer Park, texas

Lendmark Financial Services LLC - Deer Park

Patricia Velez The ladies are awesome and make the process easy and convenient! I have auto pay nd don’t have to worry and a few months later they call back to see if I need further assistance!

5 /5

24/09/2025
Longview, texas

Eagle Capital Advisors - Longview

GK 3 Bill, William, and Joe are the best!

5 /5

24/09/2025
Beaumont, texas

Rave Financial - Beaumont

Rebekah Herzberg The app hardly ever works. I am always having to close in and out of it. The customer service here isnt too terrible but they seem to neglect to tell you important information. I had to wait an entire year to get my tax return from 2022 because they fail to tell you that for direct deposit there is a completely different number. Now I am having to do the same exact thing because I put what was exactly in my account and routing information in the app. If you guys are going to have a different number for direct deposit then why not include it under account details in the app? I had issues getting my work checks too because of this. When I go in to speak to people about this and finding out why my checks and tax returns were rejected that not once told me that I had to use a different number that was never provided. I had to call the 800 number to be given this number and information when I shouldnt have to do that. The people inside the bank should have given this number. This created so much emotional stress for me. Hope you guys fix this problem.

3 /5

24/09/2025
Palestine, texas

Toledo Finance - Palestine

24/09/2025
McKinney, texas

GMR Financial Group LLC - McKinney

24/09/2025
Brownsville, texas

Balli Financial Services LLC - Brownsville

marilyn i love this business. helped me start my life. so thankful. wonderful service. definitely recomend!

5 /5

24/09/2025
Athens, texas

Jeremiah Diamond & Associates - Athens

regional finance tx 78521

24/09/2025
Brownsville, texas

Regional Finance - Brownsville

Jose Rivera Very helpful people And manager has good people skills Very patient and reliable.

5 /5

24/09/2025
Bandera, texas

Circle M Business Corral - Bandera

24/09/2025
Texarkana, texas

Edward Jones - Financial Advisor: Melford D Pierce, ABFP®|AAMS® - Texarkana