Making a Difference…One Person at a Time

Our goal is to make a meaningful difference in your life and create a lasting positive impact. You are never "just" a client—you are family. Whether your goals are personal, professional, or both, we are here to guide and support you every step of the way on your path to success.

 

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Comprehensive Financial & Lifestyle Planning

We are Financial Architects, Wealth Builders, and Personal Advisors. Today's retirement looks different from previous generations—and preparation has never been more critical.
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Insurance Planning

Why Insurance? Because Life Happens! Life has a way of surprising us — and not always in ways we expect. Preparing for the uncertainties of the future can feel overwhelming, but protecting yourself and your loved ones is essential.
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Tax Planning

Taxes are an integral piece while planning your financial future: Will Tax rates in the future be higher than they are today due to "unfunded obligations"? Will up to 85% of Social Security be taxed in retirement?
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Estate Planning

Protect What Matters Most — Your Family, Your Wishes, and Your Legacy "We spend a lifetime trying to keep our family together, and many times we fail to structure our financial affairs and estate plans to help keep our families together after our demise." — Jamison R. Banna.
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NEWS + RESOURCES

 

 

Our Journey

In 1998, with $500 in my bank account, a small family, and no clients, I started a one-person accounting practice in Kalispell, Montana. My vision was to create a comprehensive firm designed to help individuals and entrepreneurs succeed in a sincere and structured way.

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How We’re Different

We are Financial Architects, Wealth Builders, and Personal Advisors. We talk tax and are Relentless learners and Educators, using education to empower people with the knowledge needed to make the best-informed financial decisions that can impact their entire lives. Our Strategic Alliances and Team Members provide a wealth of expertise, strategies, and experience not easily found in a financial firm.

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Our Approach

Glacier Wealth Management's comprehensive process involves gaining a deeper understanding of your current personal and financial situation and your future goals. We begin with discussions and requests for documents to gain the broader picture and develop a deeper understanding of where you've been, your current situation, and what you want your future to look like in terms of your goals.

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OUR SERVICES

“Frequently, a disconnect exists between financial advisors, accountants, attorneys, insurance agents, as well as a variety of other people who are providing advice. I believe it is important to create unity between all aspects of these financial fields. A deeper relationship needs to be developed with each client affording the opportunity to truly understand their unique situation and help them to achieve their personalized goals.

— Jamison R. Banna, President + Investment Advisor Representative