Where Relationships Are Established Before Business is Transacted


WE ARE A FULL SERVICE FINANCIAL PLANNING FIRM

SPECIALIZING IN CREATING STREAMS OF INCOME FOR RETIREES.

Led by a Forbes’ Top 500 Next Generation Wealth Advisor

We’re known for taking a conservative approach to wealth management. We’ve built a
reputation based on sound judgment and prudent decision-making—values that have helped
so many of our clients protect their existing assets and successfully pursue their goals.  Read more >>

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October 16, 2017

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Our New Logo and What It Means

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Medicare Basics You Need To Know

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Gabe Lapito Only Advisor in Montana & Wyoming Named One of Forbes’ Top 500 Next Generation Wealth Advisors

October 11th, 2017|Comments Off on Gabe Lapito Only Advisor in Montana & Wyoming Named One of Forbes’ Top 500 Next Generation Wealth Advisors

Equifax Breach Affects 143 Million Consumers

September 21st, 2017|0 Comments

As Featured In:

Gabe Lapito Only Advisor In Montana and Wyoming Named One of Forbes’ Top 500 Next Generation Wealth Advisors.

The inaugural list, published on Forbes.com, recognizes wealth advisors born in or after 1980. Lapito is the only advisor in Montana and Wyoming to be named to the list, and was chosen from over 19,600 nominations. Forbes completed over 4,200 phone interviews and 890 in-person interviews before selecting the recipients of this prestigious award.

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In 2015 Investment News featured Gabe Lapito and Strategic Retirement Plans in a five part video series underscoring their success in succession planning.
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Gabe Lapito was honored to be included in REP. Magazine’s “Top Next Gen IBD Advisors” list for 2014, naming him as one of the 70 rising top advisors nationally.
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