Private Wealth Management in Bozeman, MT

12/18/2024 00:33:28AM GMT+00:00

About our office

The Bozeman team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep expertise in working with business owners, retirees and wealth creators; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work toward the life and legacy you envision and deserve.

Our leadership

“Integrity is doing what’s best for clients and doing it right the first time.”

Daniel Wani, Market Leader, Arizona, Idaho, Montana, Nevada, Utah and Wyoming

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in Montana, we’ve provided $1 million in U.S. Bank Foundation and corporate giving and 4,000 in volunteer hours. Our team is actively involved in providing support through the Bozeman Health Foundation, Museum of the Rockies, The Sweat Pea Festival, Gallatin History Museum and others.

Disclosures

Investment and insurance products and services including annuities are:

Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.
U.S. Bank, U.S. Bancorp Investments, U.S. Bancorp Advisors and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
For U.S. Bank:
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.
U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.
U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.
For U.S. Bancorp Investments:
Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.
Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.