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Missoula, Montana Area

Serving clients throughout Missoula and Western Montana, including Lolo, Frenchtown, Bonner, East Missoula, and nearby communities.

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Missoula office

2419 Mullan Road,
Suite B
Missoula, MT 59808
Phone: 866-498-8898

Comprehensive support for your full
financial picture

We offer coordinated services designed to help Missoula-area clients connect retirement, tax, investment, estate, business, and workplace planning decisions through one relationship, with local guidance supported by our broader planning network.

Wealth Management

Wealth Management

Tax Services

Tax Services

Retirement Planning

Retirement Planning

Estate Planning

Estate Planning

Investment Management

Investment Management

Business Services

Business Services

Missoula

Financial advisors serving the Missoula area

Whether you live in the heart of Missoula or in one of the smaller communities and valleys across Western Montana, our team takes time to understand the priorities shaping your wealth. We bring the different pieces of your planning together into coordinated strategies designed to support what matters today and what you’re working toward for the future. Meet with us at our Missoula office, virtually via Zoom, or through another convenient arrangement.

Eric R. Sandvig
Eric R. Sandvig

Senior Wealth Advisor
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