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3417 Mercer Street, Suite E, F, G, Houston, TX 77027

(832) 428-8965
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Forthright Advice | Tailored Solutions: A Wealth of Perspective

Comprehensive Wealth Management, Based in Houston

OakStreet Capital Management provides integrated wealth management and financial advisory services for high-net-worth individuals, families, and business owners. Based in Houston, we serve clients both locally and more broadly, delivering disciplined investment management, retirement planning, estate strategy, and business succession guidance through a coordinated, long-term approach.

With deep roots in Houston and a globally informed perspective, we help bring structure and alignment to complex financial lives—providing thoughtful guidance across investments, planning, and long-term strategy.

Our process is designed to simplify complexity—bringing clarity, organization, and oversight to every stage of your financial life.

Core Wealth Management Services

Business Succession & Exit Planning

We help business owners navigate complex transitions with clarity—from growth and value optimization to succession and exit planning—aligning personal and business wealth strategies.

Explore Business Planning

Family Wealth & Estate Strategy

Our team works with families to coordinate estate and trust strategies that preserve wealth, support multi-generational planning, and reflect long-term intentions.

Explore Estate Planning

Retirement & Income Planning

We develop retirement strategies focused on income sustainability, risk management, and long-term financial independence.

Plan for Retirement

Who We Serve

We work with individuals, families, and business owners facing complex financial decisions and seeking an integrated, long-term approach to wealth management.

Founders & Entrepreneurs

Founders & Entrepreneurs

We advise business owners through growth, liquidity events, and long-term wealth planning, integrating business and personal financial strategies.

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High-Net-Worth Families

High-Net-Worth Families

We support families with comprehensive wealth management, estate planning, and multi-generational financial stewardship.

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Retirees & Pre-Retirees

Retirees & Pre-Retirees

We help individuals transition into retirement with structured income strategies and ongoing portfolio oversight.

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Executives & Professionals

Executives & Professionals

We provide guidance on equity compensation, concentrated positions, and tax-aware investment planning.

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A Clearer Path Forward Starts with a Conversation

Every financial situation is unique. We begin with a thoughtful discussion to understand your priorities, your structure, and the decisions ahead.

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A Coordinated Approach to Wealth Management: Supporting Services

Your financial life spans multiple disciplines—investments, retirement planning, tax considerations, estate strategy, and risk management. We bring these elements together into a unified plan, ensuring each decision supports your broader objectives.

Our role is to provide structure, oversight, and continuity as your needs evolve over time.

Retirement Planning

Structured income strategies and long-term financial planning.

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Investment Management

Disciplined portfolio construction and ongoing oversight.

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Business Owner Planning

Succession, liquidity, and integrated planning strategies.

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Estate & Legacy Strategy

Wealth transfer, trust coordination, and long-term preservation.

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Our Fiduciary Process

STEP

1

Discovery

We begin by understanding your financial position, priorities, and long-term objectives.

STEP

2

Strategy

Our team develops a tailored plan designed to align your investments and financial decisions with your goals.

STEP

3

Implementation & Oversight

We implement your strategy and provide ongoing monitoring, adjustments, and guidance over time.

More Than a Process, It's a Partnership

Our process is designed to support consistent communication, thoughtful decision-making, and long-term alignment as your financial life evolves.

Start the Conversation 

If you are considering a more structured and coordinated approach to your financial life, we welcome the opportunity to connect. Submit this form, and our team will reach out to schedule an initial consultation.

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