Post Oak Capital Group is an independently owned financial services firm serving the Sugar Land area that caters to the money management strategies and retirement planning needs of individuals at every stage of the financial journey. As a Sugar Land area financial professional, our mission is simple: to guide and strengthen each client's investment portfolio using the tools and strategies that best suit his or her needs.
In pursuit of this goal, we assist the client employ a comprehensive range of account types and planning methods, including international and domestic equity portfolios, mutual funds, tax-deferred annuities, new and improved "hybrid" annuities, life insurance, municipal and corporate bonds, college savings plans and alternative investments for accredited as well as non-accredited investors.
In pursuit of this goal, we assist the client employ a comprehensive range of account types and planning methods, including international and domestic equity portfolios, mutual funds, tax-deferred annuities, new and improved "hybrid" annuities, life insurance, municipal and corporate bonds, college savings plans and alternative investments for accredited as well as non-accredited investors.
Services
Post Oak Capital Group is a Sugar Land based financial services group that provides a comprehensive range of financial services to clients throughout the Greater Houston area. We cater to clients between the ages of 45 and 85, putting equal emphasis on asset growth and sound retirement planning.
Post Oak Capital Group is a respected Sugar Land area Financial Services Firm with a simple mission: to deliver the highest possible level of financial service using strategies and tools developed for each individual, family or institution with which we do business.We strive to achieve this mission while also achieving the highest possible level of service and integrity.
Post Oak Capital Group is a respected Sugar Land area Financial Services Firm with a simple mission: to deliver the highest possible level of financial service using strategies and tools developed for each individual, family or institution with which we do business.We strive to achieve this mission while also achieving the highest possible level of service and integrity.
We are a group of caring, family oriented, experienced financial professionals with over 55 years of combined tenure in our field. All of our securities licensed professionals have the Series 7, 63, and Texas insurance licenses to serve our clients needs. Keith W. Patterson is a native Houstonian and graduate of Texas A&M University (class of '90).
To care for people by delivering the highest quality of financial strategies which are individualized for each specific person, family, or institution. In delivering these strategies, we do so with the highest level of service and integrity. Finally, we try our best to develop outstanding relationships with our clients, and to make them feel "special".
Led by Keith W. Patterson, Post Oak Capital Group's experienced Sugar Land financial professionals provide a comprehensive range of retirement, estate and long-term planning services to clients across Greater Houston and beyond. Although we focus on the needs of clients aged 45 to 65, we can address the needs of clients at every stage of the financial journey.
No matter how much you try to pretend otherwise, money is a critical component of your lifestyle. Specifically, your liquid assets and cash flow play a major role in determining the quality and long-term sustainability of your day-to-day approach to life. Without adequate money management, you run the risk of spending beyond your means and could find yourself forced to make unpleasant sacrifices.
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