Oaks Wealth Management is a Houston-based, fee-only financial advisory firm that integrates traditional wealth management with financial therapy to help clients achieve holistic financial well-being. Founded by Jonathan Kolmetz, MS, MBA, CFP®, the firm emphasizes understanding clients’ personal histories, emotional relationships with money, and life experiences to create tailored financial strategies. Their services include comprehensive financial planning, asset management, and financial therapy, addressing areas such as retirement planning, divorce, loss of a partner, and pre-retirement concerns. Oaks Wealth Management’s approach aims to reduce financial stress and enhance clients’ overall quality of life by aligning financial decisions with personal values and goals. citeturn0search0turn0search4turn0search14