Montana Wealth Management LLC

Montana Wealth Management, LLC is an independent wealth management firm that specializes in serving agricultural clients throughout Montana who have made the decision to sell all or part of their business and property.

Selling the family ranch or farm is a difficult and emotional decision. It is also one that can trigger complex issues involving income tax implications, estate planning and retirement income needs. Whether a family receives maximum value for their years, and even generations, of hard work will largely be determined by how effectively they planned for the sale.

We focus on helping these families with tax, estate, investment, retirement and insurance planning related to the sale and life afterward.

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