Brian Boswell is a CERTIFIED FINANCIAL PRACTIONER™ with Oakwell Private Wealth Management, where he focuses on protecting and achieving what is most important to you. While Brian does not believe that money can buy happiness, he knows it can create stress, anxiety and fear. Whether you are close to retirement, a successful entrepreneur/professional, or in the midst of a life transition, Brian will help you reach your goals with confidence and peace of mind. At Oakwell PWM, Brian works closely with his client to bring clarity to otherwise complex situations. He believes in a holistic approach to financial planning which incorporates a client’s tax situation, estate planning, retirement goals,