We recognize that financial, career, family, and lifestyle decisions are interrelated. Reflecting that, we provide a total wealth management strategy that accommodates this dynamic. In addition to investment management, we advise our clients on a number of issues that affect their lives, including:

  • » Retirement Planning
  • » Estate Planning and Trust Services
  • » Tax Planning and Preparation
  • » Risk and Insurance Management
  • » Real Estate Counsel
  • » Philanthropy
  • » Assistance in the Purchase or Sale of a Business
  • » Second Career Counseling
  • » Eldercare Counseling

The partners at Oakmont believe the best way to provide our clients with peace of mind is through a comprehensive and coordinated effort that encompasses their financial and personal goals and ambitions.