Oakwell Private Wealth Management - New Braunfels (TX)

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!