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January 2024 by Jason Michael
First Class Business, Robert Wyrick and Savannah Krenek are Phenomenal to work with!
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December 2023 by Logan Jackson
I first met Robert Wyrick at a seminar dinner she gave a few years ago. It took a while for me to commit, but I finally officially became their client in April of 2023 and I totally trust their advice. I feel like part of her family now. They are so friendly and professional. My brother is a stock professional but I wanted Post Oak Private Wealth Advisors to handle my tax planning, so we came up with an agreement that makes my brother, me and them happy. You need to meet with them and you will see what I am talking about!
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December 2023 by Michael Philpott
Post Oak Private Wealth Advisors's tax optimization service is the best. They have saved me a lot of money in future taxes. Their fees are reasonable and transparent.
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December 2023 by Philip Cross
I heard a presentation which featured both Jason Burdine and Savannah Krenek . I was especially impressed by having a female financial planner who understood my issues of singleness, caring for a family member, and wanting to plan for my own security as well as leave something for my children. I have not been disappointed, and recommend this for others.
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December 2023 by Christian Andrew
Savannah Krenek and Robert Wyrick have been wonderful! They have gone above and beyond during this entire process! Strongly recommend!
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November 2023 by Jonathan Turner
I started with Post Oak Private Wealth Advisors 2 years ago, just got back from my review yesterday and was pleasantly surprised and impressed with how well my investments have done. I wished I started with them long before, they really know what their doing.I love how they get back to you right away to answer any and all questions that I may have, extremely professional company, would highly recommend them.
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November 2023 by Matthew Barker
We love the people at Post Oak Private Wealth Advisors. They treat us like family and with respect for our wishes. I like the fact that they only deal with retired people or those close to retirement. Their products and services match our needs and vision for the future. We don’t want to outlive our $ and I’m confident that we will not.
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November 2023 by Louis Griffin
We've worked with Post Oak Private Wealth Advisors for a bit over a year. They convinced me that we had enough saved for retirement. They have kept up with us frequently. I can recommend them readily.
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November 2023 by Noah Ross
Over the past 10 years, Robert has helped 3 generations of our family make wise decisions in financial planning. His gifts of knowledge, planning tools, and patience, have helped us keep up with current trends and long term investments. We believe he takes personal interest in helping us. We highly recommend his services.
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November 2023 by Max Morris
Great company, they know how to make their clients feel right at home, not to mention the brilliantly designed office space encapsulates any who enter.
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November 2023 by Phillip Love
Robert is a great guy to work with and has been very helpful in guiding me with my financial future.
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September 2023 by A P
Robert Wyrick is my personal advisor. I highly recommend, great guy!
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June 2023 by Grace Baker
I gotta give a big shoutout to Post Oak Private Wealth Advisors for helping me out with my retirement distribution planning. These guys know their stuff and have helped me make some seriously smart decisions for my future. I can now happily say that I'm on track for a comfy retirement, all thanks to these pros!
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June 2023 by Sabrina Griffin
Dude, Post Oak's financial planning services are so freaking helpful! They totally got where I was coming from and what my goals were, and then they developed a custom plan that made perfect sense to me. Plus, they're super upfront about everything and make it all really easy to understand. If you need some financial guidance, trust me - these guys are the real deal! Thanks a ton!! ???
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June 2023 by Muriel Marshall
They habe been instrumental in helping me plan for a secure retirement. Their meticulous analysis of all the different asset components, including my pension, 401(k) savings plan, company stock options, and after-tax savings, has provided me with a clear understanding of where I stand financially. Their recommendations on the steps to take and the timing of those steps have given me the assurance that my retirement will be a comfortable one.
