Oakmont Group Employee Directory

InsuranceTexas, United States11-50 Employees

Oakmont Group is an insurance-focused firm that specializes in Wealth Transfer and Enterprise Security Planning™, serving high net worth families and closely held businesses. For more than four decades, the company has concentrated on addressing complex estate, liquidity, and business succession challenges by designing customized life insurance strategies that integrate with tax and legal planning structures. Its approach emphasizes coordinating with a client’s broader advisory team, including attorneys, CPAs, and wealth advisors, to create a cohesive framework that aligns estate, tax, business, and wealth planning. Based in Houston, Texas, Oakmont Group aims to support families and their professional advisers through ongoing leadership continuity and a scalable platform designed to serve generations. The firm positions itself within the insurance industry as a specialized partner for sophisticated planning needs, focusing on high net worth individuals and closely held enterprises.

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