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.

SusTech: Sustainability through technology

Sustainability in business isn’t just about “doing good”—it’s about good business sense. Technologies that mitigate the challenges of the 21st century are likely to see long-lasting waves of growth, creating long-term opportunities for companies and shareholders alike. Read the full economic outlook in the latest edition of Global Insight.

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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

Infrastructure, inflation, and a possible Fed policy rethink

While markets are casting a wary eye on inflation, the proposed infrastructure plan has the potential to improve existing, highly supportive policy.

Read more

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Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2021

Tax reporting document Approximate availability date
Form 1099-R February 1, 2021
Fair Market Value Statement February 1, 2021
Tax Information Summary: Forms 1099-DIV, -INT, -B, -MISC, and -OID February 16, 2021
REMIC Tax Information Summary March 15, 2021

Revised 1099 Tax Information Summary 

(tax year 2020 - revision 1)

 On or about March 18, 2021
Form 1042-S April 1, 2021
Revised 1099 Tax Information Summary (tax year 2020 - revision 2) On or about April 5, 2021
5498 June 1, 2021
Revised 1099 Tax Information Summary (tax years 2017-2020) Monthly, beginning May 2021