Broker Check

Oaks Wealth Management - Houston, TX

 P: 281.888.9085 | E:    


We offer two platforms in which to engage OWM: Consulting and Asset Management. 

Through the consulting portion of our business, we offer:

  • Financial Planning
  • Retirement Planning
  • Income Planning
  • Tax Planning
  • College Planning
  • Social Security Planning
  • Insurance Consulting
  • Business Consulting
  • Merger & Acquisition Consulting

Our fees are offered on an annual retainer, hourly fee, or fixed fee.  A set-up fee may be required prior to any work being completed.