Frequently Asked Questions

  • Who would benefit from a meeting?

    Everyone can benefit from a meeting!  Whether you're looking to invest, planning for retirement, or simply trying to understand your financial situation better, meeting with us maybe be life-changing.

  • Why should I make an appointment if I already have a financial representative?

    Because you don't know what you don't know, financial decisions impact your entire life — and often generations to come.  Innovation, technology, and evolving risks continue to reshape the financial landscape.  A second opinion offers confidence and clarity.  By gaining another perspective, you can help ensure that you're moving forward with the right plan for your future.

  • What are my costs or obligations for scheduling a meeting?

    There is absolutely no charge or obligation to meet with Glacier Wealth Management.  This is our way of giving back to a community that has done so much for us.

    If you choose to move forward with any of our recommendations, we'll gladly assist—but the purpose of this meeting is to help you understand your risks, explore potential strategies, and see what a personalized, comprehensive financial plan can look like.  Our goal is to help empower you with the knowledge you need to make informed financial decisions, no matter who you ultimately choose to work with.

  • How do I schedule a meeting?

    You can schedule an appointment by:

  • What should I bring to the first meeting?

    For your first meeting, simply bring your questions and any documents you'd like us to review and discuss.

    If we'll be creating a comprehensive financial plan for you, please bring the items listed below, or we can send you a secure link to upload your documents online. 

    Please bring:

    • Any questions you'd like to discuss
    • Your completed Confidential Data Form
    • Recent investment account statements
    • Life insurance and annuity policy documents
    • A copy of your most recent Federal Income Tax Return
    • Any additional information related to your financial goals or concerns
       
  • What happens at the initial meeting?

    This meeting is all about you.  We'll answer your questions, listen to your goals and concerns, and learn what's most important to you.

    We will review the documents you bring us and discuss next steps if you wish.
     

  • What is the charge for subsequent meetings?

    If you choose to work with us, we'll review and explain all investment fees and strategy options in detail so you fully understand your choices before moving forward.

  • Are you limited to specific investment companies or products?

    No.  As independent financial advisors, we are not restricted to specific investment companies, products, or portfolio managers.  This independence allows us to select the strategies that best align with your needs, goals, and comfort level.

  • Where is your office located?

    Missoula Office:
    210 North Higgins Ave., Suite 200, Missoula, Montana.
    406-327-0112

    Kalispell Office: 
    35 Three Mile Drive, Suite 103, Kalispell, MT 59901
    406-755-1200

     

  • What are your office hours?

    Monday – Friday: 8:00 a.m. to 5:00 p.m.

    Evening appointments are available upon request

  • What about confidentiality and cybersecurity?

    Protecting your privacy is one of our highest priorities.  We adhere to strict confidentiality standards and employ advanced cybersecurity measures to safeguard your personal and financial information.

    Our technology partners — including Corvid Cyber Defense — provide 24/7/365 threat monitoring and protection to ensure your data and communications remain secure.