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
retirement planning
retirement planning
insurance & Long Term Care
insurance & Long Term Care
a team that supports you
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!
Bozeman
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
1821 South Ave West
Missoula, MT 59801
Phone: 406.541.3788 | Fax: 406.587.2710
Great Falls
Phone: 406.993.8076
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 AGENCY | NOT BANK GUARANTEED | NOT BANK DEPOSITS OR OBLIGATIONS | MAY 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.
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
1821 South Ave West
Missoula, MT 59801
P: 406.541.3788
F: 406.587.2710