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.

Proud to work with a nationally recognized teammate

At The Vesta Group, we are very proud that Financial Advisor Kimberly Shappee was named a Forbes Top Women Wealth Advisor in 2022, 2023 and 2024, and a Forbes Top Next Gen Wealth Advisor in 2022 and 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Kimberly!

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

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 Vesta Group.

Latest Insights

Washington, D.C.

U.S. presidential election: Back to the future

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

Read more

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