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.

The shape of things to come

The COVID-19 economic damage should diminish greatly through 2021, while confidence in a return to a recognizable social and business landscape will likely grow. As GDP regains its pre-pandemic peak and corporate earnings recover further, we expect equities could provide attractive all-in returns in 2021, and probably for 2022 as well. Read the full economic outlook in the Global Insight 2021 Outlook.

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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

Latest Insights

The road ahead for investors

As we come to the end of a year unlike any other in memory, 2021 should bring a change in the narrative. Challenges certainly remain, but with the start of a new economic and investment era before us, we look at what investors can expect in 2021.

Read more

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