Date post: | 15-Dec-2014 |
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Economy & Finance |
Upload: | christopher-nolt |
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PLAN, GROW, PRESERVE YOUR WEALTH
With
Solid Rock Wealth Management
What Is Solid Rock Wealth Management
Solid Rock Wealth Management is an independent fee-based wealth management firm located in Bozeman, Montana. The leading financial advisor “Christopher Nolt” is the owner and CEO of this firm. The company is dedicated to provide wealth management services to high net worth families and individuals within Montana and Wyoming.Our wealth management approaches includes:
Owner And CEO
Owner and CEO of Solid Rock Wealth Management “Christopher Nolt” is a registered principal, investment advisor representative. Chris entered the wealth management industry in 1989 and for past 25 years, he has been helping high net worth families with their retirement, investment and estate planning needs. Chris has a 7, 66 and 24 securities licenses.
Wealth Management Services
Considering Solid Rock Wealth Management for financial advisory has many benefits.Since Solid Rock Wealth Management is independent and fee-based firm, there are no such things as selling investment policies. Some other things include1. No incentives2. No Company sponsored trips3. No limitations to the options we can provideThe investment portfolios that we use for our clients are based upon 60 years of academic research. To help you plan, preserve and grow your wealth, we take a three step approach that is “Investment Consulting + Advanced Planning + Relationship Management”.Working with Solid Rock Wealth Management can help you with:Investment consultingAdvance planningRelationship ManagementOur advance planning services includes:Tax PlanningEstate PlanningRetirement PlanningRisk ManagementCharitable Giving.Solid Rock Wealth Management takes comprehensive, team planning approach to address all aspects of your financial life.
Second Opinion ServicesAs our primary goal is to help people getting over financial hurdles, we provide second opinion services free of cost.Second opinion service is based on your current financial analysis. It includes analyzing your current financial status, your financial advisor and how far have you reached to achieve your financial goals.
Plan, Grow, Preserve Your Wealth
Secure your future today, choose Solid Rock Wealth Management for investment consulting, advanced planning and relationship management. The biggest mistake that most of us make in our life is seeking advice on the verge of loosing every single asset of us and end up having nothing but debts.
For more information on our wealth management servicesCall us at 406-582-1264, or visit our website www.SolidRockWealth.com2020 Charlotte Street, Suite 14Bozeman, MT