1210 W. Kent Ave., Suite 201Missoula, MT 59801
Greg, Justin, Brittney and Sierra would like to welcome you to our website.
We offer clients in Missoula and beyond a comprehensive spectrum of financial products and services including: customized financial planning, investments, retirement strategies, estate planning, insurance and annuities for individuals, families, and businesses. Greg has more than 30 years experience serving clients as a Financial Advisor with Waddell & Reed, a company that has maintained a presence in Missoula and the surrounding area since the 1950s.
Our business is listening to your needs in order to help you determine a course for your financial future. We take our work seriously, believing we can help enrich and leverage the financial well-being of our client's lives. Our team maintains the highest standards of integrity and professionalism in our relationship with our current and future clients.
Because financial planning is such an intimate process, we want to get to know our clients on a personal basis, following their life stories, including career and major life changes. Your financial needs and values are the heart of our work; helping you pursue financial independence, pay for a college education, transferring wealth to the next generation, and providing for loved ones in the event of premature death. In addition, when our clients are passionate about making a difference in this world, we can also help them support their passion and pursue their financial goals with the environmental, social, and governance (ESG) investing options.
Thank you to our clients for your trust and confidence in us and for referring your friends and family members to us. This is a great compliment to us, and we will work hard to do our best for them.