Turning complicated financial decisions into a clear path forward

We support business owners, executives and public safety professionals with integrated financial leadership that simplifies complex decisions and brings clarity and confidence to every step forward.

WHO WE SERVE

Serving those who build, lead and protect

We specialize in supporting business owners, corporate executives, and public safety professionals with integrated planning that aligns every part of their financial lives.

our services

Supporting your life, your business and your future

When was the last time you had an honest, eye-opening conversation about your money, your life, and your goals? If it’s been a while, now may be the right moment to get thoughtful guidance from someone you trust.

Investments & Retirement

Your investment strategy should support your life—not exist in a vacuum. We build and manage portfolios with a long-term perspective, integrating retirement planning, tax awareness, and risk management. As life and markets change, we stay actively engaged—adjusting strategies and helping you make informed decisions with confidence.

For business owners, financial decisions rarely stop at the balance sheet. We help design and oversee corporate retirement plans that support employee retention while aligning with the owner’s broader financial goals. As a fiduciary partner, we assist with plan structure, benchmarking, and ongoing oversight—often creating opportunities to address succession planning, personal wealth, and tax efficiency along the way.
We help business owners protect what they’ve built and plan for what comes next. Our approach integrates business insurance strategies—such as buy-sell funding, key person coverage, and deferred compensation with thoughtful succession and exit planning. By coordinating with your legal and tax advisors, we help ensure continuity, manage risk, and create a clear path from business ownership to long-term personal wealth.

FINANCIAL LEADERSHIP ROOTED IN EXPERIENCE

Scott Taylor, Sr. CLU®

Managing Partner

Scott brings more than 30 years of financial expertise, shaped by leadership roles at Northwestern Mutual and MassMutual, before founding Avail Wealth Partners. After a brief retirement following the loss of his wife, he returned with a renewed passion for helping clients make informed, confident decisions. He now works closely with business owners and executives, offering financial leadership built on experience, purpose, and genuine care.

How can we help?

We know every financial situation is different. That’s why we offer a complimentary introductory call to explore how we can support your goals. A brief conversation is all it takes to get started.

Trusted by professionals at major organizations like

“Oakmont was extremely valuable in the process of obtaining life insurance to protect our family needs, after exploring multiple
options with other providers and internet options, Oakmonts transparency and expertise created peace of mind in knowing we
were obtaining the best options on the market. I have personally recommended them to numerous friends, family members and
colleagues and everyone has had the same great experience because they are truly great people to work with.”

Scott Taylor, Lisa Onorati and Joseph D’Andrea

As Simple As 1, 2, 3

You don’t have to figure it all out on your own. We help you connect your financial reality today with the future you want to build.

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Assess

We start by getting to know you, your finances, your responsibilities, and the goals that matter most. The better we understand your situation, the better we can serve you.

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Strategize

Next, we design a plan that fits your life. We walk you through our recommendations, answer your questions, and show how each part of the strategy works together on your behalf.

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Implement

Once you’re comfortable with the plan, we help you put it into action. From there, we stay involved, monitoring progress, adjusting as life changes, and guiding you through each new season.

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