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Let us help you grow more than wealth


Serving you

We provide uncluttered, professional advice that enhances our clients’ lives and leads to sustainable and actionable solutions. We are driven to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies tailored to our clients’ unique goals.

We want the same things for our clients and our business:
  • To build a world-class business from Missoula, Montana
  • To advocate strongly for our clients’ financial well-being, while striving to organize and simplify complicated issues to help maximize the family’s enjoyment of their wealth now and in the future
  • To deliver the best for our clients
  • To create customized, agile solutions for our clients’ various needs and priorities
We are committed to offering our clients a comprehensive wealth management planning experience.

For more information about us click here to download our brochure.

Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.

 

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet our team

Learn more about The Gimpelson Shappee Wealth Management Group

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