Wealth Management, Life Insurance, and Retirement Planning in Missoula
The WestPac Wealth Partners Missoula team draws upon the value the dedicated Northern Rockies Financial Services team brought to the community for so many years adding it to our nation-wide resources and experience. The focus of WestPac Missoula centers on our clients. We have the client - and only the client - in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. Our financial advisors, insurance agents, and wealth managers want to help you develop, implement, and monitor a strategy that's designed to address your situation.
No one strategy fits everyone, which is why every client gets our undivided attention - from planning to execution to follow-up. We take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Whether you’re looking to purchase a home, rollover a 401k after a job change, protect your family with insurance, or plan to send your child to college, we take a proactive approach to help you develop a strategy to address your financial goals and objectives.
To set up a visit to our office or to ask any question you may have, please give us a call or email us. A WestPac Missoula financial professional looks forward to meeting you.
Wealth Management Services Offered by WestPac Wealth Partners in Missoula
- Wealth Management
- Financial Advisor
- Life Insurance
- Retirement Planning
- More… contact us to learn more about other services we provide
About Missoula
Located in the heart of Montana’s Northern Rockies, Missoula is a welcoming blend of artistic urbanity and an outdoor adventure-seeking paradise. Let’s start with the Missoula as a growing destination for cultural city life. Locals and tourists alike have a hip Downtown to explore in Missoula, one that is full of microbreweries, cafes, theaters, coffee spots, music venues, bookstores, and restaurants. It’s unlikely you’ll experience anything quite like Downtown Missoula.
On the flipside, outdoor activities are Missoula’s bread and butter. With tens of thousands of acres of wilderness to hike and hike, with kayak and trout fishing opportunities in abundance, and with Glacial Lake Missoula yours exploring, the potential for discovery is endless. The spirit of possibility alive in Missoula is the motivating factor behind the WestPac Wealth Partners philosophy.
