Providing Independent Financial & Retirement Planning for Small Business Owners in Orlando, FL
Request a ConsultationAbout Oakmonte Wealth Management
What We Do
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.
We specialize in the following areas of finance:
Who We Are
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. We have extensive experience in providing comprehensive wealth management to professionals and business owners with complex estate, business, and tax planning structures, both domestic and offshore.
The experts at Oakmonte Wealth Management are here to support you. As a full-service Central Florida wealth management company, we have the industry knowledge to provide superior wealth management and counsel. We help educate and protect our customers against the uncertainties of the investment world.
Our Services
Financial Planning
Let us assist you in identifying, organizing, and understanding your current financial position and developing a strong financial plan for success. Our financial planners have the experience to best optimize your portfolio and investments. Meet with a financial advisor today to secure your future.
Wealth Management
Our team can help establish clear and specific goals for managing your entire portfolio, including various assets and liabilities. Wealth management commonly involves cash, stock, bond, real estate, and private business investments. We practice comprehensive wealth management and assist clients in managing a broad range of assets, no matter how basic or complex.
Retirement Planning
We can assist you in designing a retirement plan best suited to your individual goals. Whether an employee or a business owner, a retirement plan is key to successful financial and tax planning. For business owners in highly competitive industries, a retirement plan can also be a major differentiator to employees.
Meet The Team
James J. Flick
James J. Flick is the founder of Oakmonte Wealth Management. He is an attorney, chartered life underwriter, chartered financial consultant, and former certified public accountant, with a law practice concentrating in the areas of estate planning and asset protection planning,...
James M. Flick
James M. Flick is a manager for Oakmonte Wealth Management, a full-service wealth management and financial planning firm. James’ experience designing, implementing, administering, and litigating advanced trust and asset protection structures makes him uniquely equipped to provide the best advice...
Meghan A. Collins
Meghan A. Collins is currently the Client Service Associate for Oakmonte Wealth Management. She handles the invoicing, assists clients and the Investment Advisors, and works with the advisors on the firm’s compliance tasks.