Services & Locations French Wealth Management
Financial Advisors serving the greater Kalispell, Montana area, including Whitefish, Lakeside, Columbia Falls, and Bigfork.
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A 3-step process to get clarity on your finances and test drive our services.
Comprehensive Wealth Management Strategies in Greater Kalispell, MT
French Wealth Management’s team is dedicated to guiding individuals and businesses towards their financial aspirations. With a deep understanding of the unique needs of the local community, our experienced advisors are equipped to tailor comprehensive financial strategies to suit your specific goals.
Why French Wealth Management?
French Wealth Management is your devoted local partner in financial journey. As experienced financial advisors, we specialize in providing personalized financial planning and investment management services to individuals and businesses. From retirement planning to estate planning, our team is dedicated to simplifying complex financial matters and helping our clients:
Develop a strategic financial roadmap aligned with your goals
Implement tax-efficient investment strategies to grow and preserve your wealth
Pursue an independent future where your money works for you
French Wealth Management can put you on the path to financial independence and confidence – contact us today to schedule a discovery consultation.
Michael French
CFP® Wealth Advisor
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Taylor French
Client Service Associate
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Kimberly Leif
Office Manager
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Our Offices
The Communities and Neighborhoods We Serve
Our Kalispell Office proudly serves residents and business owners in:
How we help
Financial Planning
Build a personalized roadmap addressing all aspects of your financial life.
Investment Management
Capitalize on growth opportunities with actively managed, risk-adjusted portfolios.
Insurance Planning
Mitigate risk and safeguard wealth through tailored insurance planning and policy evaluation.
Retirement Planning
Create the blueprint for a financially confident future retirement that aligns with your desired lifestyle.
Institutional
Seek to optimize returns and manage risk through our institutional investment platform.