Proudly Serving the Flathead Valley Since 1984
As independent wealth advisors, we aim to simplify money, investment and holistic planning strategies using a transparent and team-based approach. With over 120 years of combined investment and wealth management experience, there’s no shortage of industry knowledge and expertise to address the concerns and questions you may have.
Snow Peak’s Expertise Is Specialized for a Variety of Clients
Which of These Resonates Most With You?
Affluent Individuals & Families
Our affluent clients face uniquely complex problems and concerns. Whether you’ve diligently saved and invested over the years, or have recently acquired wealth, our team will approach your needs with confidence and the experience you need to remain in control.
Business Owners & Entrepreneurs
As an entrepreneur, you’ve worked hard to identify your strengths and build a business that showcases your passion. With that success comes financial complexities and questions you may not know how to address. Snow Peak Wealth Advisors will work with you to identify your needs and how to balance your growing business.
Retirement Plan Sponsors
Alongside careful planning and implementation, company retirement planning requires consistent guidance and management. As your financial partner, we’ll work to design a plan and educate your plan participants.
Achieve and Maintain Financial Success With an Experienced Team That Prioritizes You
From financial preparedness to estate planning and other areas of expertise, our team utilizes their skills to focus on what’s most important: you. You’re seeking specialized attention, Snow Peak Wealth Advisors can offer just that.
With Our Team, You’ll Experience:
Consistent communication throughout our process and relationship.
Various opportunities to connect online, in-person, our quarterly newsletter and more.
Systematic processes for ongoing client engagement.