Post Oak Private Wealth Advisors Reviews
Rated 4.9 based on 21 Reviews
Financial Services in Houston
1200 Smith St UNIT 610, Houston, TX 77002, United States
Published on
February 22, 2024
Last updated
July 10, 2025
Post Oak Private Wealth Advisors is generally perceived positively based on the latest customer reviews. Customers have reported a high level of satisfaction with the investment performance, noting favorable outcomes that aligned well with their financial goals. A strong theme across several assessments is the firm’s responsiveness and professionalism, with particular commendation for their swift and comprehensive communication. The personalized approach to retirement planning is also a highlighted benefit, as the advisors cater specifically to the needs of retirees or those nearing retirement. There is a recurrent mention of trust and long-term relationship-building, as evidenced by the advisors' consistent follow-ups and the depth of understanding displayed towards clients' individual situations. The ambiance of the office and the client-centrality of the service contributes to the overall client experience that is characterized by feelings of being valued, understood, and given proper financial stewardship.
Post Oak Private Wealth Advisors has a history of focusing on clients who are either retired or nearing retirement. They have demonstrated success in formulating investment strategies that align with retirement goals, and their advisors, such as Donna, have established long-term client relationships that span over two decades.
Responses from clients highlight the firm’s commitment to timely and effective communication. Clients have noted that Post Oak Private Wealth Advisors is quick to respond to questions and maintains frequent contact, offering a professional level of service.
Based on the reviews, clients of Post Oak Private Wealth Advisors report high satisfaction levels, particularly valuing the personalized and trustworthy financial advice, professional customer service, and the well-performing investment strategies tailored to retiree needs.
Post Oak delivers a unique blend of portfolio management sophistication, client friendly technology and an uncommon level of personal service.We specialize in wealth management and financial planning. 401k rollovers, estate planning and retirement planning are our specialties we provide for our clients.
