Frequently Asked Questions

We work primarily with two groups: pre-retirees (ages 55–70) with significant wealth and/or complex financial situations who are preparing for the next chapter of life, and high-earning professionals and business owners (ages 40–55) who need their wealth structured and managed strategically. We also work with select charitable and philanthropic organizations, particularly those focused on conservation and environmental stewardship.

We work with clients whose financial situations benefit from comprehensive, hands-on wealth management. If you’re not sure whether you’re the right fit, the best first step is a conversation. There’s no cost and no obligation.

Yes. While we’re based in Missoula, we serve clients throughout the Western United States and beyond. Our approach works regardless of geography — what matters is the relationship.