Merit | Kalispell, MT

Contact

Phone: 920.467.4909
Fax: 920.467.4941


Location

1205 S Main
Suite #325
Kalispell, MT 59901

Services Offered

  • Individuals/Families
    • Wealth Management
    • Tax Planning Strategies
    • Retirement Planning
    • Estate Plans
    • Asset Protection
    • Financial Planning
    • Financial Education
    • Proprietary Investment Models
  • Employers/Retirement Services
    • For-Profit Companies Retirement Plans/Programs
    • Non-Profit Organization Retirement Programs
    • Governmental Entities
    • Employee Wellness
  • Institutions
    • Investment Policy Statement (IPS) Implementation & Review
    • Portfolio Construction & Management
    • Charitable & Planned Giving Portfolios & Management
    • Financial Education
  • Advisors
    • Success Planning
    • Financial Planning
    • Asset Management
    • Practice Management
    • Technology
    • Marketing
    • Compliance
    • Operations

Our Team

Ready to discuss your financial future?

Schedule a free consultation with one of our Wealth Managers today.