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Financial Planning in Kalispell, Montana

French Wealth Management’s financial advisors serve residents and business owners throughout the greater Kalispell Area.

Our team of wealth management professionals can help put you on the path of financial success. Schedule your free consultation today to learn more.

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French Wealth Management Elevates Financial Confidence

Whether you’re planning for retirement, investing for the future, or preserving your assets, our team of financial advisors provides personalized guidance and support every step of the way.

Kalispell Office

1131 S. Main Street Kalispell, MT

406-756-5151

8:00 – 4:30 M-Th, 8:00-3:00 F.

Why French Wealth Management?

 

French Wealth Management provides personalized wealth management strategies tailored for local individuals and businesses. Our dedicated team specializes in customized financial planning and investment management services designed to simplify complex financial matters. Whether you’re charting your course toward retirement or preserving your legacy for future generations, we offer experienced guidance through comprehensive services, including:

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Design a personalized financial roadmap aligned with your unique aspirations

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Deploy tax-efficient investment strategies to foster and preserve your wealth

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Plan your future retirement where your finances support your lifestyle

Let French Wealth Management help you pave the way to financial independence and confidence. Schedule a discovery call today with a financial advisor.

michael

Michael French

CFP® Wealth Advisor

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Taylor French

Client Service Associate

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kimberly

Kimberly Leif

Office Manager

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Connect With a Financial Professional Today

Our clients follow a 3-step process for financial clarity:

01

Right Fit Call

Schedule a complimentary 15-minute introductory call to explore if our financial services match your needs.

02

Discovery Consultation

During this comprehensive consultation, we’ll gain an in-depth understanding of your unique financial goals and priorities.

03

Strategy and Initial Action Items

Leave this meeting with a customized wealth management strategy and actionable next steps to start pursuing your objectives.

Our team delivers the following services:

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Financial Planning

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Investment Management

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Estate Planning

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Insurance Planning

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Retirement Planning

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Institutional

How we help

Financial Planning

Forge a strategic plan that aligns all aspects of your financial life.

Learn more about Financial Planning

Investment Management

Forge a strategic plan that aligns all aspects of your financial life.

Learn more about Investment Management

Estate Planning

Develop tax-efficient wealth transfer tactics localized for legal and financial climate.

Learn more about Estate Planning

Insurance Planning

Fortify your financial defenses with insurance solutions tailored to our clients’ unique needs and risks.

Learn more about Insurance Planning

Retirement Planning

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

Learn more about Retirement Planning

Institutional

Capitalize on investment vehicles carefully vetted for organizations.

Learn more about Institutional

French Wealth Management Also Proudly Serves These Surrounding Areas:

Our Kalispell Office proudly serves residents and business owners in:

Got Questions?

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Kalispell Office
1131 S. Main Street Kalispell, MT
406-756-5151