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

Joshua Mersberger
Regional Director, Partner

Bryce Stacy
Service Advisor
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.