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How can we help?

Find out how we can help you address your concerns, goals, retirement risks and current and future tax implications on your investments.

Contact Us Now

We would love to hear from you

Call, write, send an email, or stop by.
Need a hand with managing your investment portfolio, putting together a financial plan, reviewing tax strategies, defining your insurance needs, or where to find the best hiking trails?
No matter the question, we've got the answer for you, or we'll certainly try to find one.
 

Physical Address

Missoula Office
210 North Higgins Ave, Suite 200
Missoula, MT 59806

Glacier Wealth Management
Phone: 406-327-0112
Fax: 406-327-0113
Email: info@glacierwealthmanagement.com

Contact

Kalispell Office
35 Three Mile Drive, Suite 103
Kalispell, MT 59901 

Glacier Wealth Management / Compass Group Insurance & Investments
Phone: 406-327-0112 / 406-755-1200 
Fax 406-327-0113

PlanMember Securities Corporation
6187 Carpinteria Ave.
Carpinteria, CA 93013

Representatives registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor, and member FINRA/SIPC.  6187 Carpinteria Ave., Carpinteria, CA 93013, (800) 874-6910.  Glacier Wealth Management, Compass Group Insurance & Investments, and PlanMember Securities Corporation are independently owned and operated.

 
This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities, investment advisory services, or insurance products which may be referenced herein.  We may only offer services in states where we are properly registered, licensed, or are exempt from registration.  Therefore, some of the services mentioned may not be available in your state, and if not, the information is not intended for you.
 
Insurance products, including Medicare Supplement (Medigap) policies, are offered through Glacier Wealth Management/Compass Group Insurance & Investments and its licensed insurance producers.  Licensing information for individual producers is available upon request.
 
The agents are not connected with or endorsed by the U.S. Government or the federal Medicare program.  A Medigap policy cannot be issued unless an application is completed and approved by the insurance carrier.
 
Submitting information through this site does not create a client relationship, constitute an offer of insurance coverage, or bind coverage.  Coverage is not effective until approved by the carrier and confirmed in writing. 

PlanMember Securities Corporation does not recommend or offer any of the above insurance products.

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