Question 1

Who is your ideal client?

Accepted Answer

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.

Question 2

Do I need a minimum amount of assets to work with you?

Accepted Answer

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.

Question 3

Do you work with clients outside of Montana?

Accepted Answer

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.

Frequently Asked Questions

Questions? We are here for you.

Who is your ideal client?

Do I need a minimum amount of assets to work with you?

Do you work with clients outside of Montana?

Have a Question We Didn’t Cover?

Reach Out — We’re Happy to Help

Contact

Services

About

We Are Here for You