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Wealth Management for Medical Professionals

Oakwell Private Wealth Management has worked with medical professionals for over ten years to provide financial planning that works for you, your family and all aspects of your professional career. Our custom-tailored wealth management strategy is based on understanding your needs and plans as a successful medical professional, and then developing a strategy that strives to help pursue your financial goals now and in the future. Through a combination of our core services and physician specific services, we work with you to effectively plan a successful financial future.

Contact us to discuss how Oakwell Wealth Management can work with you to meet your goals.

Proud member and sponsor of

Bexar County Medical Society

  • Compensation Analysis
  • Contract Negotiation
  • Turn right onto Steck Avenue
  • Physician Own Occupation Disability
  • Physician Lending
  • Investments: Market, Private, Real Estate
  • 401(k), Profit Sharing & Retirement Plans
  • Insurance Analysis
  • Financial Planning
  • Tax Strategies


Our Team

View the Full Team

Brian T. Boswell

CFP®, QKA, Private Wealth Advisor

Touchstone McDonald

CFP®, Senior Private Wealth Advisor | Partner

Jacob Yaklin

Associate Private Wealth Advisor