Oakmont Partners, LLC Email Format
Investment ManagementMassachusetts, United States2-10 Employees
Oakmont Partners, LLC operates in the investment management sector, providing personal wealth management services. The firm emphasizes creating plans that reflect a client's investment objectives, risk tolerance, and tax situation. In addition to portfolio guidance, it offers counsel on general life management decisions to help clients pursue their personal goals. Based in Peabody, Massachusetts, it serves a small, team-oriented practice focused on individual clients seeking disciplined, long-term wealth guidance. In January 2019, Wealth Management acquired Oakmont Partners, an industry development noted in coverage.