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Glacier Wealth Management

Glacier Wealth Management
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Comprehensive Services

Wealth Management + Investment

Active Portfolio Management + Analysis : Financial Planning : Retirement Planning : Investment Tax Analysis : College Planning : Life Insurance + Annuities

401(k) Management + Setup : Financial Aggregation Tools

 

Insurance Advising

Personal and Business Insurance Review : Life Insurance : Disability Insurance : Long Term Care

 

Estate Planning

Last Will and Testament/Trust : Power of Attorney - Financial : Power of Attorney - Healthcare : Living Will : Business Succession Plans : Family Limited Partnerships 

Estate Administration

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, 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
210 North Higgins Ave, Suite 200
Missoula, Montana 59802

 

Phone: 406.327.0112
Fax: 406.327.0113

Email: info@glacierwealthmanagement.com

 

Quick Message

*Jamison R. Banna offers Securities, in states where licensed, through Cape Securities, Inc., member FINRA/SIPC/MSRB, and Investment Advisory Services offered through Cape Investment Advisory, Inc.; an SEC  Registered Investment Advisor. Glacier Wealth Management, Inc. is not affiliated with Cape Securities, Inc or Cape Investment Advisory, Inc.
Check the background of our investment professionals on FINRA's BrokerCheck. 

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services that may be referenced herein. We may only offer services in states in which we have been properly registered 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.
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