Winner: Stone Oak Wealth Management
19026 Ridgewood Parkway, Suite 134
(210) 339-2707
stoneoakwealth.com
The people you trust to manage your wealth should only have your best interests at heart. The
team at Stone Oak Wealth Management prides itself on having such motivations. As fiduciaries,
they’re legally and ethically obligated to act in the client’s best interest. The team doesn’t sell
branded financial products like a commercial brokerage. Stone Oak is also a faith-based wealth
management firm, incorporating Christian principles into its investment portfolio.
2. Pax Financial Group
270 N. Loop 1604 East, Suite 200
(210) 881-5700
paxfinancialgroup.com
3. Teamwork Financial Group
8 Dominion Drive, Building 100, Suite 103
(210) 687-1333
teamworkfinancial.com
This article appears in Jul 23 – Aug 6, 2025.