Oakmont Capital Management, LLC

Oakmont Capital Management is a registered investment advisor offering comprehensive financial services to individuals, high-net-worth families, institutions, and businesses. Operating as both Oakmont Capital Management and under the name BilkeyKatz Investment Consultants, the firm provides three primary offerings: Outsourced Chief Investment Officer and institutional consulting, private wealth advisory, and family office services. When acting as a private wealth advisor, Oakmont Capital builds customized investment portfolios using a mix of active and passive strategies, individual stocks and bonds, mutual funds, exchange-traded funds, and private investments. The firm can manage accounts with discretionary authority to make trades on your behalf or on a non-discretionary basis where you approve trades first. Depending on your needs, Oakmont Capital can also provide financial planning covering retirement projections, budgeting, debt management, tax analysis, and estate design considerations. The firm emphasizes a collaborative approach tailored to each client's specific risk tolerance and long-term financial goals, while maintaining relationships with legal and accounting professionals to support complex client needs.