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Core Wealth

315 Edelweiss Drive, Unit 8
Bozeman, MT 59718

406.624.6094

A values-based approach

Our greatest joy is building lasting relationships with our clients. We see our clients as an extension of our family, and we believe success demands a deep understanding of your cherished dreams and unique needs. 

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.
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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
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The financial future you want

The products and services to help you get there. We offer investments, access to insurance and comprehensive financial planning.

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Supporting the community

Running a small business is about more than profit and loss.  It’s about contributing to the health of the community and being a good neighbor. 

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We work with you

Your needs and priorities will shift at various turning points in life, and so should your financial strategy. We can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.

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Helpful content

We offer a full library of resources to help boost your financial planning knowledge.

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
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Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
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Creative Planning

Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.
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Whatever matters to you, matters to us.

We would love to hear about your goals and discover, with you, how we can help you pursue them. Contact us today to schedule an appointment to discuss your financial goals and strategies to pursue them.

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