New Braunfels, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Oakwell Private Wealth Management
Team
Firm-wide stats for Oakwell Private Wealth Management
About
Oakwell Private Wealth Management advises individuals, high‑net‑worth clients, pension and profit‑sharing plans, and corporate accounts, offering investment supervisory services, financial planning, sub‑advisory arrangements, and access to mutual funds, ETFs, bonds, equities, and insurance products through an affiliate. As with many multi‑team firms, it constructs Investment Policy Statements, provides portfolio management and financial planning, and charges percentage‑of‑AUM advisory fees.
The firm typically operates on a discretionary basis, documenting goals and risk tolerance in an IPS and implementing strategies that draw on fundamental, technical, and cyclical analysis; listed investment approaches include long‑ and short‑term trading and covered‑call option writing. OPWM uses third‑party sub‑advisers and execution support (including a relationship with Advisor Logistics), requires its recommended custodians (Charles Schwab, Fidelity, or Interactive Brokers), and performs at least annual account reviews with regular quarterly custodian reporting.
Notable distinctions in the brochure include that some advisers are licensed to sell insurance through affiliated Oakwell Plan Benefits and may earn commissions on those sales, with disclosure and a stated policy that clients will not pay commissions and advisory fees on the same pool of assets. The firm also maintains a compensated advisory board composed of employees, unaffiliated CPAs, and clients, and the firm’s materials include client testimonials in advertising, practices that are less common among multi‑team peers.
Based on Oakwell Private Wealth Management
Expertise
Based on Oakwell Private Wealth Management
Location
1619 E. Common St Suite 1101
New Braunfels TX 78130
Advisors at this office
4
Advisors at this office
Touchstone M
Series 63, Series 65
New Braunfels, TX
Oakwell Private Wealth Management
Touchstone Mcdonald is a financial advisor at Oakwell Private Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oakwell since 2016. His other business activities include roles related to financial planning and advisory services as well as insurance through various affiliated entities in the San Antonio area. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts. The firm provides investment supervisory services and financial planning, utilizing discretionary portfolio management strategies informed by fundamental, technical, and cyclical analysis.
Richard R
Series 63, Series 65
New Braunfels, TX
Oakwell Private Wealth Management
Richard Robbins is a financial advisor with Oakwell Private Wealth Management in New Braunfels, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Strategic Financial Concepts. Robbins is president and sole shareholder of Robbins Financial Coordinating Services, Inc., a company used for tax reporting purposes. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, and retirement plan services. The firm employs a disciplined investment approach that includes fundamental, technical, and cyclical analysis combined with various trading strategies and often delegates asset management to third-party portfolio managers.
Lindsay H
Series 63, Series 66
New Braunfels, TX
Oakwell Private Wealth Management
Lindsay Haas is a financial advisor with Oakwell Private Wealth Management in New Braunfels, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. Prior to joining Oakwell in 2025, she worked with Ameritas Advisory Services and its affiliated companies for over a decade, alongside a long tenure at Mary Kay Cosmetics. She is actively involved in community organizations, serving as President of the Rotary Club of New Braunfels and participating on nonprofit boards such as the Sophienburg Museum and Archives and The Braunfels Foundation Trust. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts by providing investment supervisory services, financial planning, and access to a range of investment products. The firm employs a discretionary approach based on documented goals and risk tolerance, utilizing fundamental, technical, and cyclical analysis across various trading strategies.
Kyte M
Series 65
New Braunfels, TX
Oakwell Private Wealth Management
Kyte Mc Donald is a Series 65-credentialed advisor at Oakwell Private Wealth Management in New Braunfels, TX. Mc Donald has one year of industry experience and has been with Oakwell since 2025. Prior to joining Oakwell, Mc Donald worked for D-Bat from 2024 to 2026 and was unemployed from 2016 to 2024. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, offering investment supervisory services, financial planning, and access to various investment products. The firm typically operates on a discretionary basis, utilizing fundamental, technical, and cyclical analysis, and implements strategies including long- and short-term trading and covered-call option writing.
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