Oakmont Group is a Wealth Transfer and Enterprise Security Planning™ firm focused exclusively on serving high net worth families and closely held businesses.

For more than 40 years, our singular focus has been helping families solve complex estate, liquidity, and business succession challenges. We design customized life insurance strategies that integrate seamlessly with sophisticated tax and legal planning structures.

Our team brings more than 100 years of combined experience and works alongside each client’s full advisory team, including attorneys, CPAs, and wealth advisors, to deliver integrated strategies that align estate, tax, business, and wealth planning into one cohesive framework.

As we continue to grow our expanding advisory team, we have remained intentional about leadership continuity within our own firm, building a platform designed to serve families for generations.

If you are a family navigating complex planning decisions or an advisor seeking a highly specialized partner, we welcome the opportunity to collaborate.

Oakmont Group

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Oakmont Group

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