Wealth
Management
Managed portfolios designed for the investment needs of families in relation to their life goals, tax strategy, and estate plan.
Institutional
Consulting
Investment programs and policies designed for corporate retirement plans, charitable entities, and public funds.
Family
Office
Wealth management for current and future generations that incorporate family-owned businesses and philanthropic initiatives.
Working with Us
Oakmont Capital Management, LLC is an independent, fee-only registered investment advisor. We enjoy working with a variety of people and institutions regardless of where they are on their investment journey. Our clients include families seeking wealth management, plan sponsors building retirement programs, and institutions trying to meet specific return objectives.
We are not a subsidiary or business unit of another company and are owned outright by our individual members. As a fiduciary, we seek to establish open and transparent relationships that are long-term in nature.
We believe everyone should have access to a dedicated Chief Investment Officer. This includes new investors to sophisticated ones. We are here to help in the constant pursuit of your financial well-being.
We welcome all conversations, especially friendly ones!
If you have any questions regarding wealth management, retirement planning, or investing, feel free to give us a call (412) 828-5550.
Questions we are often asked?
Prudent investing and financial planning are becoming more and more complex. If you find yourself asking any of the following questions, we may be able to help with a thoughtful answer. Often, a question for one person is a question for another.
- I just sold my business, how do I now invest the proceeds to provide for my family?
- Will I run out of money during retirement?
- I’m recently divorced or widowed and never invested, what do I do now?
- How do I take full advantage of the retirement plans offered by my employer?
- What do I do when my restricted stock units (RSU’s) and/or incentive stock options (ISO’s) vest?
- As a young investor, how do I responsibly increase my net worth?
- What are the benefits of implementing a retirement plan at my business?
- Should my tax strategy be more in sync with my investment strategy?
- Can I invest in private companies and/or venture capital funds?
- How do I set up an investment program for my charity or foundation?
- Can I live abroad and maintain a domestic investment strategy?