Broker Check

Oaks Wealth Management - Houston, TX

 P: 281.888.9085 | E:    

How Confident Are You?

We have completely redesigned our planning and advice model to help alleviate your fears -- 100% online. 


1. Select your option and choose your preferred time and date.

30 minutes for $125.00

60 minutes for $225.00

2. OWM will send you, via Docusign, required disclosures and a link to a risk questionnaire (to be completed by all parties), as well as an investment questionnaire that tells us a little more about you, your investments, and your primary concerns.

This is not an OWM sales pitch. This is a "down and dirty" financial assessment that will leave you with a better understanding of your risk and the action items to be taken during this crisis.