About our office
The Missoula team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep expertise in working with business owners, retirees, and wealth builders; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work towards the life and legacy you envision and deserve.
Meet our Private Wealth Management team
Our services
Insurance products are available through our affiliate U.S. Bancorp Investments.
Insights
Market news
Stay informed with our up-to-date reports on economic events and news from the markets.
3 transition strategies for family business succession
Planning ahead may potentially ease the transition of your family business to the next generation without a major tax hit.
3 retirement withdrawal strategies
You’ve worked hard to save money for retirement, but do you have a plan in place for spending it?
Equal Housing Lender. Credit products offered by U.S. Bank National Association and subject to normal credit approval. Deposit products are offered by U.S. Bank National Association. Member FDIC.