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Services & Locations French Wealth Management

Financial Advisors serving the greater Kalispell, Montana area, including Whitefish, Lakeside, Columbia Falls, and Bigfork.


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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


Taylor French

Client Service Associate


Kimberly Leif

Office Manager


Our Offices

Kalispell Office

1131 S. Main Street Kalispell, MT

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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.

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Investment Management

Capitalize on growth opportunities with actively managed, risk-adjusted portfolios.

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Estate Planning

Develop a customized plan for wealth preservation and distribution.

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Insurance Planning

Mitigate risk and safeguard wealth through tailored insurance planning and policy evaluation.

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Retirement Planning

Create the blueprint for a financially confident future retirement that aligns with your desired lifestyle.

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Seek to optimize returns and manage risk through our institutional investment platform.

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Schedule Your Free Consultation Today

Ready to take the first step toward a brighter financial future — book your free consultation with a member of French Wealth Management’s team today