Broker Check

Core Wealth

315 Edelweiss Drive, Unit 8
Bozeman, MT 59718


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing useful information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

June 14, 2019

2:00p - 6:30p

Core Wealth

Core Wealth Open House

We have relocated and rebranded! Come check out our new office and meet the members of the team. For more information, call Kelsey at 406.624.6094.

March 12, 2019

6:00p - 8:00p

The Food Studio

2019 Market Update

The indicators tell us that the pace of global economic growth has peaked. Numerous factors are at play in slowing the expansion that followed the 2008 financial crisis: stricter monetary policy in many regions, the lagging effect of a series of U.S. interest rate increases coupled with the fading benefits of fiscal stimulus in the U.S. and the ongoing trade policy tumult introduced by the Trump Administration. These issues and other potential headwinds are likely to slow the pace of U.S. and global growth. What might it all mean for the markets and investors in 2019?

Event Registration