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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

OakStreet helps clients coordinate the major financial decisions that shape wealth, income, investment strategy, business value, family priorities, and long-term planning.

High-Net-Worth Wealth Management

Coordinated guidance for families, business owners, executives, and individuals managing complex financial lives, significant assets, and long-term wealth planning decisions.

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Investment Management

Disciplined portfolio oversight designed to support long-term objectives, risk awareness, liquidity needs, income planning, and broader financial goals.

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Retirement & Income Planning

Planning for income, lifestyle, flexibility, and long-term financial independence before and through retirement.

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Estate & Legacy Strategic Planning

Coordination around wealth transfer, surviving spouses, family stewardship, charitable intent, and long-term legacy goals.

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Business Succession & Liquidity Planning

Planning for business owners preparing for succession, transition, sale, or liquidity events that may affect personal wealth and long-term financial independence.

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Who We Serve

We work with individuals, families, executives, retirees, and business owners facing complex financial decisions and seeking a coordinated, long-term approach to wealth management.

Business Owners

Business Owners

Guidance for entrepreneurs, founders, and closely held business owners whose personal wealth and business value are often closely connected.

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High-Net-Worth Families

High-Net-Worth Families

Coordinated guidance for families managing wealth, responsibility, continuity, and multigenerational planning decisions.

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Retirees & Pre-Retirees

Retirees & Pre-Retirees

Support for individuals and families preparing for or already living in retirement, with a focus on income, investments, flexibility, and long-term independence.

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Executives & Professionals

Executives & Professionals

For professionals managing significant income, equity compensation, concentrated positions, career changes, and wealth accumulation.

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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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Planning Resources for Complex Financial Decisions

Your financial life may involve investments, retirement income, estate strategy, business ownership, and long-term family priorities. OakStreet’s planning resources are designed to help you think more clearly about those decisions.

Explore practical guides, articles, videos, calculators, and educational resources created to support more informed conversations.

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Retirement Planning

Structured income strategies, retirement insights, calculators, and planning resources for long-term financial confidence.

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Investment Management

Market perspectives, portfolio insights, educational videos, and investment planning resources to support informed decisions.

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Business Owner Planning

Succession, liquidity, and business planning resources designed to help owners navigate growth and transition.

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Estate & Legacy Strategy

Estate planning insights, wealth transfer strategies, and legacy resources to support multigenerational planning.



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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.

A Team Built Around Perspective

A Team Built Around Perspective

OakStreet Capital Management is built on thoughtful relationships, disciplined guidance, and a shared commitment to helping clients make important financial decisions with clarity.

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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