Plan, grow and preserve your wealth with the most trusted wealth management firm in Montana. Our services include investment consulting, advanced planning, and relationship management. Considering Solid Rock Wealth Management for financial advisory in Montana has many benefits such as no limits in options we can provide. Find out more about Solid Rock Wealth Management, visit SolidRockWeatlh.com
2. What Is Solid Rock Wealth Management
Solid Rock Wealth Management is an independent fee-based wealth
management firm located in Bozeman, Montana. The leading financial
advisor “Christopher Nolt” is the owner and CEO of this firm. The
company is dedicated to provide wealth management services to high
net worth families and individuals within Montana and Wyoming.
Our wealth management approaches includes:
3. Owner And CEO
Owner and CEO of Solid Rock Wealth Management “Christopher Nolt”
is a registered principal, investment advisor representative. Chris
entered the wealth management industry in 1989 and for past 25 years,
he has been helping high net worth families with their retirement,
investment and estate planning needs. Chris has a 7, 66 and 24
securities licenses.
4. Wealth Management Services
Considering Solid Rock Wealth Management for financial advisory has many benefits.
Since Solid Rock Wealth Management is independent and fee-based firm, there are no such
things as selling investment policies. Some other things include
1. No incentives
2. No Company sponsored trips
3. No limitations to the options we can provide
The investment portfolios that we use for our clients are based upon 60 years of academic
research. To help you plan, preserve and grow your wealth, we take a three step approach
that is “Investment Consulting + Advanced Planning + Relationship Management”.
Working with Solid Rock Wealth Management can help you with:
Investment consulting
Advance planning
Relationship Management
Our advance planning services includes:
Tax Planning
Estate Planning
Retirement Planning
Risk Management
Charitable Giving.
Solid Rock Wealth Management takes comprehensive, team planning approach to address
all aspects of your financial life.
5. Second Opinion Services
As our primary goal is to help people getting over financial hurdles, we
provide second opinion services free of cost.
Second opinion service is based on your current financial analysis. It
includes analyzing your current financial status, your financial advisor
and how far have you reached to achieve your financial goals.
6. Plan, Grow, Preserve Your Wealth
Secure your future today, choose Solid Rock Wealth Management for
investment consulting, advanced planning and relationship
management. The biggest mistake that most of us make in our life is
seeking advice on the verge of loosing every single asset of us and end
up having nothing but debts.
For more information on our wealth management services
Call us at 406-582-1264, or visit our website
www.SolidRockWealth.com
2020 Charlotte Street, Suite 14
Bozeman, MT