Five Star award winner Robert M. Wyrick, Jr.

PROFESSIONAL PROFILE

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Robert M. Wyrick, Jr.

Managing Partner

Post Oak Private Wealth Advisors

1200 Smith St., Suite 610

Houston, TX 77002

Office: 281-580-2100 ext 224

rwyrick@postoakprivatewealth.com
www.postoakprivatewealth.com

Professional Approach

Post Oak Private Wealth Advisors is a leading money management and advisory firm based in Houston serving clients throughout the nation.

We are a highly specialized, fiduciary fee-based firm focused exclusively on advanced risk managed investing and retirement distribution planning... delivered with uncommon responsiveness and service.

Retirement Distribution Planning

If you’re approaching retirement, you’ll soon be making some complex financial decisions. One of the most significant decisions is how to take distributions of the funds you’ve accumulated.

Our Retirement Planning process is centered around the meticulous analysis of an individual’s retirement asset components, such as a company pension, 401(k) savings plan, company stock options, concentrated stock positions and after-tax savings; to create a plan of action that recommends exactly what steps to take, and when to take them.

You will likely have to make decisions on your retirement distribution before you leave your company, and it’s important that you make the right decision based on the specifics of your retirement plan and your personal circumstances. Otherwise, you risk paying excessive taxes and penalties.
Cash Flow Planning

The financial lives of corporate employees have grown increasingly complicated. The combinations of pre-tax and after-tax savings, pension choices, company stock, etc., have served our clients well in terms of providing valuable resources for retirement. However, knowing how and when to draw on which assets, and in the most tax-efficient manner is a critical and often overlooked step in the planning process. This is one of our areas of specialization.

The purpose of our innovative Cash Flow and Tax Design is to create an income plan that minimizes taxes, maximizes income and eliminates unnecessary risk.

Investment Management

By hedging against the risk of severe market declines, our investment strategies allow clients to participate in most of the upside of the equity markets while protecting their portfolios against the devastating losses that can sometimes be associated with investing in the markets.

Our Risk-Managed Portfolios are the result of our commitment to offering investment solutions that allow investors to benefit from investing in the equities market while reducing the inherent risks.

Many companies and investors are still relying on asset allocation strategies that hope to provide some protection in falling markets, though history has proven this is not enough to offer any predictability against market corrections. Our expertise combines low cost market participation with a hedge against catastrophic losses.
The principals at Post Oak have devoted considerable time and resources during the last 25 years towards developing innovative portfolio management solutions that provide investment returns in up markets and protection in down market environments.

A distinct, innovative approach to address risk
Market risk managed similar to that employed by insurance companies
Experienced managers
Extensive risk management expertise
“Always protected…All the time”

“The most important factor in determining long-term investment success is the management of downside risk”.

-Robert M. Wyrick, Jr., CIO, Post Oak Private Wealth Advisors

See Accomplishments

This award was issued on 7/1/24 by Five Star Professional (FSP) for the time period 10/10/23 through 4/30/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3270 Houston-area wealth managers were considered for the award; 208 (6% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 3,347, 179, 5.3%, 7/1/23, 10/10/22 - 5/5/23; 2022: 3215, 176, 5%, 7/1/22, 9/20/21 - 4/8/22; 2021: 3133, 173, 6%, 7/1/21, 9/14/20 - 4/30/21; 2020: 3219, 174, 5%, 7/1/20, 9/30/19 - 4/17/20; 2019: 2992, 209, 7%, 7/1/19, 10/15/18 - 4/26/19; 2018: 3114, 218, 7%, 7/1/18, 10/27/17 - 5/21/18; 2017: 2000, 228, 11%, 7/1/17, 10/24/16 - 5/24/17; 2016: 1763, 437, 25%, 6/1/16, 10/16/15 - 5/16/16; 2015: 2289, 408, 18%, 7/1/15, 10/16/14 - 5/16/15; 2014: 3958, 410, 10%, 7/1/14, 10/16/13 - 5/16/14; 2013: 3001, 504, 17%, 8/1/13, 10/16/12 - 5/16/13; 2012: 2105, 425, 20%, 7/1/12, 10/16/11 - 5/16/12.

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https://postoakprivatewealth.com/disclosures

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.