Oakmont Capital Inc
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Oakmont Capital Management LLC is an independent, fee-only registered investment advisor based in Toronto, Ontario, dedicated to providing tailored wealth management, institutional consulting, and family office services. The firm prides itself on establishing long-term, transparent relationships with a diverse clientele, including families, corporate sponsors, and charitable entities.
With a commitment to prudent investing and financial planning, Oakmont Capital seeks to empower clients at various stages of their investment journeys, ensuring access to a dedicated Chief Investment Officer. Their approach emphasizes personalized strategies that align with clients' specific investment objectives, tax initiatives, and estate planning needs.
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