Oakmonte Wealth Management

At Oakmonte Wealth Management, we understand the complexities of navigating the ever-changing financial landscape. As a full-service Orlando wealth management and financial planning firm, we specialize in providing personalized comprehensive wealth management and retirement planning services to successful professionals and business owners in Orlando, Florida.

Our Story

Our company was founded by James J. Flick, an attorney, chartered life underwriter, chartered financial consultant, and former certified public accountant with extensive experience in providing comprehensive wealth management to professionals and business owners with complex estate, business, and tax planning structures. Flick's unique educational and professional background enables him to provide clients with a holistic approach to financial planning, considering both the legal and financial aspects of their situation.

Our Services

At Oakmonte Wealth Management, we offer a range of services designed to help you achieve your financial goals. Our comprehensive financial planning services include:

Financial Planning

Our team will work with you to identify, organize, and understand your current financial position and develop 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

Our team is led by James J. Flick, a certified specialist in Wills, Trusts, and Estates law by the Florida Bar's Board of Legal Specialization and Education. With over 35 years of combined experience in law, accounting, insurance, and financial planning, our team is dedicated to providing exceptional service to our clients.

Education

James J. Flick holds a J.D. from Florida State University College of Law and a B.S. in Accounting from Sacred Heart University. He is also a certified public accountant, chartered life underwriter, and chartered financial consultant.

Certifications & Memberships

Flick is a member of the Florida Bar, Asset Preservation Committee, Real Property, Probate & Trust Law Section of the Florida Bar, Tax Section of the Florida Bar, Central Florida Estate Planning Council, and WealthCounsel, LLC.