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Who We Are

High-net-worth investors face a world of unique needs and opportunities to navigate while creating your vision, goals and priorities. A trusted financial advisor can help you make the right decisions that secure your path along the way. We're also highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help ensure success along your financial journey. From estate planning to charitable giving, gain the key tools, guidance and resources needed to grow your wealth and protect your legacy.

Meet the Team

Experience an award-winning team

2022–24 Forbes Best-in-State Wealth Advisors

2022–24 Forbes Top Next-Gen Advisors Best-in-State

2024 Advisor Hub 100 Solo Advisors to Watch

How Can We Help

Deciding to work with a financial advisor is a great first step toward a personal investing strategy.

Send a message to our team and we'll contact you to learn about your goals and answer any questions you have about our services.

Send Us a Message

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Disclosures:

JORDAN L. HUSTED AWARDS

1 2022-2024 Forbes Best-in-State Wealth Advisors in MT, published first trimester each year, research by SHOOK Research LLC, data as of June of prior year. The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.

2 2022-2024 Forbes Top Next-Gen Wealth Advisors Best-in-State in MT, published August each year, research by SHOOK Research LLC, data as of March of the same year. The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.

3 2024 Solo Advisors to Watch, published Advisor Hub June 2024, data as of December 2023. For all rankings: Compensation provided for using, not obtaining, the ratings. The ratings are not based on quality of investment advice, investment performance or client feedback. The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.