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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, estate strategy, and risk management. We bring these elements together into a unified plan designed to support your broader financial objectives over time.

Our planning guide library provides practical insights, educational resources, and planning perspectives on retirement, investing, business ownership, and long-term wealth strategy.

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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.

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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