Oakmonte Wealth Management is a full-service Orlando wealth management and financial planning firm. We specialize in personalized comprehensive wealth management and retirement planning services for successful professionals and business owners. Poor or emotional decision-making during a volatile market can lead to missed opportunities or significant economic losses.
Hire Oakmonte Wealth Management to guide you through market fluctuations and ensure that all decisions are made with long-term success in mind. Our company was founded by James J. Flick in response to repeated requests from his law firm clients seeking a more disciplined approach to their investment and insurance advice.
Hire Oakmonte Wealth Management to guide you through market fluctuations and ensure that all decisions are made with long-term success in mind. Our company was founded by James J. Flick in response to repeated requests from his law firm clients seeking a more disciplined approach to their investment and insurance advice.
Services
Wealth management refers to the identification, allocation, and continuous management of your financial assets throughout your lifecycle. Commonly, this entails dealing with your cash, stock, bond, real estate, and private business investments. However, many individuals have more complex assets that require specialized handling.
Retirement planning is used interchangeably to refer to both the savings and investment plan designed to allow an individual to retire at the desired age while maintaining a goal lifestyle and the specific savings vehicle used, individually or through your business/employer, to save for retirement in a tax-advantaged way.
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