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Our Team

Providing Independent Financial and Retirement Planning for Small Business Owners In Central Florida since 2012.

Meet The Team

oakmonte wealth management james j flick

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,...

oakmonte wealth management james m flick

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...

FLG Meghan Small

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.

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