Austin-based Oakwell Private Wealth Management is opening a new office at 6300 183A Toll Road, Ste. 260, in the James Avery Plaza, strategically located to serve the growing communities of Cedar Park, Leander, Liberty Hill, and surrounding areas. This expansion reflects Oakwell’s commitment to providing accessible, face-to-face financial planning to current and future clients in one of Texas’ fastest-growing regions.
“Northwest Austin has exploded in the last 10 years,” said Laurent Boumaza, senior advisor at Oakwell. “We wanted to be closer to our clients, making it easier for them to visit us anytime.”
The firm has created a welcoming space designed to foster long-term relationships, where clients can meet with their financial planning team in person and without the hassle of long commutes. Oakwell's commitment to being available when it matters most is a cornerstone of their service philosophy.
Who is Oakwell?
Founded on the belief that financial planning is about more than just money, Oakwell has been a trusted financial partner for individuals, families, and businesses across Central Texas for years. The team of six certified financial planner professionals is dedicated to building deep relationships and providing personalized financial planning, wealth management and investment strategies tailored to the unique needs of each client.
Why Cedar Park?
Cedar Park embodies the community and opportunity that Oakwell stands for. By hiring and nurturing local talent while actively participating in community events, Oakwell aims to be more than just a financial advisor; they strive to be an integral part of Cedar Park’s future.
What sets Oakwell apart?
Oakwell is not just another wealth management firm. Their purpose is clear: to solve life’s financial challenges with local care and in-depth expertise. Clients trust Oakwell to be partners on their financial journeys, not just advisors. From retirement planning to tax optimization, the firm takes a holistic approach to financial success, ensuring that every strategy aligns with clients' goals, dreams and concerns.
Boumaza emphasized the importance of understanding clients’ diverse perspectives.
“Our client base ranges from older individuals who remember the Great Depression to younger clients who may overlook market cycles,” he said. “We help clients navigate these perspectives and manage risks effectively.”
A personal approach to financial success
Every financial plan at Oakwell is crafted based on a deep understanding of who clients are and where they want to go. Whether it’s planning for retirement, growing a business or securing a family’s financial future, Oakwell integrates all aspects of their clients’ financial lives into a cohesive plan designed for long-term success.
Core values
Oakwell’s core values—commitment, collaboration, education, integrity and relationships—guide every interaction.
“We show up when it matters most, delivering exceptional service with reliability and consistency,” Boumaza said.
What now?
Oakwell Private Wealth Management invites the Cedar Park community to schedule an introductory meeting by clicking here.
The above story was produced by Community Impact's Storytelling team with information solely provided by the local business as part of their "sponsored content" purchase through our advertising team.
