Trust. Integrity. Clarity.

Wealth is more than money, and you deserve a partner
that addresses all aspects of your wealth.

Complex Investing Made Simple

At Montana Wealth Management, we help alleviate the stress and worry of complex financial planning by utilizing our experienced advisors to create a customized plan, tailored to better support your financial, family and life goals.

what are your financial goals?

We advise our clients as they traverse through
the accumulation, retirement, and distribution phases of their financial lives.

Financial risk management

Financial risk management

investment management

Investment Management

l

retirement planning

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retirement planning

insurance & Long Term Care

insurance & Long Term Care

sustainable SOLUTIONS

As independent financial consultants, we can offer customized strategic solutions and high-quality managed investment options that can potentially offer sustainable solutions for tomorrow and generations to follow.

We’re local, just like you!

Call 406.586.0817 or Come in to one of our locations.

Billings

2124 88th St. W.
Billings, MT 59106

Phone: 406.671.8938 |  Fax: 406.345.1045

Bozeman

1455 West Oak St.
Bozeman, MT 59715

Phone: 406.586.0817 | Fax: 406.587.2710

Helena

1400 Prospect Ave.
Helena, MT 59601

Phone:   406.457.4010 |  Fax: 406.587.2710

Missoula

6616 Patton Court
Missoula, MT 59808

Phone: 406.390.1105 | Fax: 406.587.2710

COMPLEX INVESTING MADE SIMPLE.

MAILING ADDRESS

PO Box 11503
Bozeman, MT 59719

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Opportunity Bank of Montana and Montana Wealth Management are not registered as a broker/dealer or registered investment advisor. Registered representatives of LPL offer products and services using the name Montana Wealth Management and may also be employees of Opportunity Bank of Montana. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliated with Opportunity Bank of Montana and Montana Wealth Management. Securities and insurance products offered through LPL or its affiliates are:

NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCYNOT BANK GUARANTEEDNOT BANK DEPOSITS OR OBLIGATIONSMAY LOSE VALUE

The representative(s) associated with this site may discuss and/or transact business with residents of AK, AZ, CA, CO, CT, FL, GA, ID, IN, MA, ME, MI, MN, MO, MT, ND, NE, NM, NV, NY, OH, OR, SC, SD, TX, UT, VA, VT, WA, WI, WY.

BILLINGS

2124 88th St. W.
Billings, MT 59106
P: 406.671.8938
F: 406.345.1045

BOZEMAN

1455 West Oak St.
Bozeman, MT 59715
P: 406.586.0817
F: 406.587.2710

HELENA

1400 Prospect Ave.
Helena, MT 59601
P: 406.457.4010
F: 406.587.2710

MISSOULA

6616 Patton Court
Missoula, MT 59808
P: 406.390.1105
F: 406.587.2710