Go Beyond Just Investing.
We believe your money should work as a tool to aid you in the achievement of your life goals.
As one of the only financial advisory teams in the Bitterroot Valley, our primary mission is to educate and facilitate an investment plan to provide financial balance between your future and current goals. Everyone deserves great advice when it comes to finances so our team and our firm specialize in a broad range of services including: financial and retirement planning, investment management, tax planning, estate planning, risk management and asset distribution optimization. We understand that managing your finances can be a time consuming and daunting task. That is why we are here to help.
The key to successful financial partnership with us, is open communication and a deep understanding of our clients’ needs. We believe in a disciplined, goal-based planning process, focused on delivering a balanced basket of current, future and estate goals.
Team Approach
Our team approach is a differentiator. We believe in this day and age, everyone should be working with a team of financial advisors. The benefits are extensive, we highlight two here. First, having multiple advisors allows for a diverse range of knowledge, experience and viewpoints which provides a more well-rounded approach and perspective to investing. And second, having a team of advisors provides a level of redundancy and continuity to your financial care. In the event one advisor is unavailable, another team member can step in and provide the same level of service, thus reducing disruptions and increasing availability of assistance.
Our team of advisors and associates have years of experience in the industry and hold additional industry credentials, with Jim Moerkerke, CFPÒ, CWSÒ holding the CERTIFIED FINANICAL PLANNER™ certification and CERTIFIED WEALTH STRATEGIST™ certification and Trevor Morton, CWSÒ holding the CERTIFIED WEALTH STRATEGIST™ certification. We hold these for no other reason than to ensure we are striving to provide the best possible service to our clients by expanding our knowledge base and staying up-to-date on the latest trends and developments. Our whole team is dedicated to working with individuals and families to create personalized financial plans that align with your unique goals and circumstances.
Our Process
Here at Bitterroot Wealth Planning, Advisors with D.A. Davidson & Co., we believe it is important to help you find your financial balance between saving for future goals and enjoying life in the moment. We do this by working with you to carefully construct, implement, and monitor a wealth management plan which eases stress and frees up time, while also setting you up to meet your future goals. This approach requires us to deeply understand your goals and make sure we take the time to educate you on available options so you feel comfortable with the plan. We are dedicated to providing you with full transparency on the cost associated with the services we provide on your assets under our care. The individualized plans we build focus on both the accumulation phase as well as the distribution phase of your financial life so no matter what phase of life you are in, we are here to help.