Financial Planning in Whitefish, Montana
Financial Planning and Wealth Management Strategies for local business owners and residents
French Wealth Management is your experienced partner for comprehensive wealth management services. From retirement planning to estate strategies, we simplify the complexities of wealth management, empowering our clients to pursue financial objectives with confidence. Schedule your free consultation to learn more.
Personalized Financial Expertise
French Wealth Management’s dedicated team helps individuals and businesses achieve their financial objectives. Partner with us to embark on a path toward financial success.
How we help Whitefish, MT residents
Financial Planning
Seek to maximize financial potential with a tailored planning approach.
Investment Management
Grow your wealth with actively managed, risk-adjusted portfolios for investors.
Estate Planning
Implement tax-efficient tactics to transition your assets across generations.
Insurance Planning
Protect your assets with robust insurance planning and mitigation strategies.
Retirement Planning
Develop tax-efficient distribution strategies to maximize retirement income.
Institutional
Leverage our expertise in serving institutional clients and optimizing returns for organizations.
Talk To A Financial Professional
Follow our 3-step process to get clarity on your finances and test drive our services.
01
Right Fit Call
Start with a 15-minute introductory call to discuss your financial needs and goals.
02
Discovery Consultation
Build the foundation for your personalized wealth strategy during this in-depth consultation.
03
Strategy and Initial Action Items
Receive your wealth plan with next steps to implement solutions customized for your circumstances.
Got Questions?
Fill in the form below and hit “Start Conversation.”
Kalispell Office
1131 S. Main Street Kalispell, MT
406-756-5151