About Ostb Wealth Solutions
Learn more about OSTB Wealth Solutions LLC, our mission, and how we're dedicated to providing tax-efficient financial planning for individuals, families, and businesses in Houston, Texas, and beyond. Discover why we're the right choice to help you achieve your financial goals.
Tax-focused Financial Planning
At OSTB Wealth Solutions, we stand out by focusing on the profound impact of taxes on your financial well-being. We address how taxes affect investing, retirement income, wealth transfer, and businesses. Our firm offers solutions that many advisors overlook, working closely with tax attorneys specializing in business taxation and estate attorneys proficient in trusts and estate taxes. We go beyond conventional IRS regulations, aligning with top-tier professionals to bring unparalleled tax planning expertise to our clients.
Our Ideal Client
Our ideal clients value innovative, outside-the-box solutions and appreciate honest advice, even if it challenges traditional financial thinking. We prioritize transparency and direct communication. If you're tired of overpaying on taxes, concerned about retirement taxation, or seeking tax-efficient wealth transfer strategies, you're the type of client we're eager to partner with. At OSTB Wealth Solutions, your financial security is our priority.
Our Story
David DeNoble and Chris McNealy, co-founders of OSTB Wealth Solutions, previously collaborated in retirement plans and life insurance. Observing a widespread lack of understanding regarding investments and retirement taxation, they envisioned a firm specializing in tax-free retirement planning and addressing tax issues for businesses, retirees, investors, and estate planning. This vision led to the creation of OSTB Wealth Solutions, dedicated to providing innovative, non-commodity solutions for lasting financial security.
"I was amazed at how much money OSTB Wealth Solutions saved me in taxes. They truly understand the complexities of tax-efficient financial planning!"
Satisfied Client - Houston, TX
Let's Discuss Your Financial Future
We invite you to discuss your unique financial situation and how OSTB Wealth Solutions can assist you in achieving your goals. Contact us today to schedule an appointment and discover the benefits of tax-focused financial planning.