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Oaks Wealth Management - Houston, TX

 P: 281.888.9085 | E: erin@oakswm.com    
Guiding Principle: Goals Guiding Principle: People Guiding Principle: Reality Guiding Principle: Transparency

Independent

Working with an independent advisor ensures that your advisor will choose solutions that are suited to your unique needs and will never be obligated to sell proprietary products. 

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Service

Our practice was built and designed to serve others.  We advocate for our clients and promise to serve everyone with the same passion and energy with which we serve our country and community.

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Support

Independent doesn’t mean alone. Our practice is supported by over 20 seasoned professionals that stand ready to tackle any financial planning questions. 

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Our focus is on your [future].


We are a client-focused, principles-driven, advice and asset management company.

Our mission is to have meaningful relationships doing meaningful work with individuals, families, and business that share our principles.


Helpful Content

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

 

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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