Worry less.
Adventure more.
Dream. Believe. [Plan.] Do. Repeat.
Your friendly, neighborhood, Last Best Advisor, Jon C. Goodman in Bozeman, MT, can help.
Specializing in Risk & Portfolio Management, Tax-Aware Investing, and Goal-Based Financial & Estate Planning.
Wealth Advisor
Serving The Greater Yellowstone, Grand Teton, and Beyond since 2001.
Jon C. Goodman, Montana’s first and only Certified Private Wealth Advisor® designee, and his dedicated strategic partners take a professional and personable approach to helping you achieve your most urgent and important goals.
Armed with the knowledge, skill, and experience to identify and analyze the challenges you face, we develop specific strategies to help minimize taxes, maximize growth, monetize assets, and transfer wealth, each according to your goals and objectives.
Our mission is to provide advanced Private Wealth planning solutions to HNW individuals, families, and foundations in the Intermountain West with both the personal and professional care they deserve.
Wealth Management Services
With a focus on your financial security and prosperity, we help Private Clients grow, protect, and manage their wealth.