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Glacier Wealth Management

Glacier Wealth Management

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  • A PERSONAL AND COMPREHENSIVE APPROACH

    Glacier Wealth Management is committed to developing, managing, and expanding the big picture for your unique lifestyle. We structure your personal and business affairs to achieve the goals you prioritize. We employ a comprehensive approach to the many facets of the financial industry by offering a multitude of services designed specifically to meet your needs. 

     

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  • YOU ARE NOT JUST A CLIENT…YOU’RE FAMILY

    Working with Glacier Wealth Management is more than a professional relationship.  You’re entering a partnership, a family. Each of us navigates life’s journey with our own goals, challenges, and concerns. Our comprehensive approach allows our team to utilize life experiences along with their areas of expertise to guide you along your personal financial path. You focus on the journey and we’ll focus on your destination and the appropriate paths to get you there. It’s what we do for the people we are invested in.    

     

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  • A WEALTH OF INTEGRATED INFORMATION IN ONE  ENTITY

    We distinguish ourselves by merging all aspects of your financial puzzle into a cohesive strategy. Our team of Investment Advisor Representatives, Financial Planners, Insurance Advisors CPAs, and Attorneys combine their breadth of knowledge to manage the complex components affecting your financial future.

     

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  • “YOUR PRESENT CIRCUMSTANCES DON’T DETERMINE WHERE YOU CAN GO; THEY MERELY DETERMINE WHERE YOU START.” -Nido Quebein

    We create an objective evaluation of your present circumstances and partner with you to consider the multitude of possibilities open to you.

     

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  • YOUR TIME IS PRECIOUS. 

    We assist with the details of your financial life, freeing you to spend your valuable time doing things that matter most.

     

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  • We are proud to be Americans and grateful for the sacrifice of those who serve or have served our country and their families.

    “A soldier’s homecoming always brings tears to my eyes and puts gratitude into my heart. Thank You!” — Jamison R. Banna

     

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Making a Difference…One Person at a Time

Our goal is to have a positive impact and make a significant difference in your life. You are not “just” a client, you are family. Whether your goals are personal and/or professional, we are here to guide and assist you in achieving success.

Check the background of this firm on FINRA's BrokerCheck

 

 

Wealth Management + Investment

As a full service firm, we consider the current legislative and market climate, as well as tax, estate, risk, return, and cost implications for each investment. Click here for more information..

 

Estate Planning

Everyone should have an estate plan. You never know when or how you or your spouse will die. Click here for more information.

 

Insurance Advising

Why Insurance? Because life happens! Disability Insurance… You, disabled? What are your chances? Click here for more information.

 

Comprehensive Services

For a complete list of our comprehensive services, please Click here. 

News + Resources

 

Our Journey

In 1998, with $500 in my bank account, a small family, and no clients, I started a one-man accounting practice in Kalispell, Montana.

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How We’re Different

Glacier Wealth Management is committed to developing, managing and expanding the big picture for your unique lifestyle.

Learn more

 

Our Process

Glacier Wealth Managements’ comprehensive process entails gaining a deeper understanding of your present personal and financial situation and future goals. 

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OUR SERVICES

“Frequently, a disconnect exists between financial advisors, accountants, attorneys, insurance agents, as well as a variety of other people who are providing advice. I believe it is important to create unity between all aspects of these financial fields. A deeper relationship needs to be developed with each client affording the opportunity to truly understand their unique situation and help them to achieve their personalized goals.”  

— Jamison R. Banna, President + Investment Advisor Representative

 

Calculators

 

Insight

Banna Financial Advisors

We would love to hear from you

Call, write, send an email, or stop by.
Need a hand with managing your investment portfolio, putting together a financial plan, defining your insurance needs or where to find the best hiking trails?
No matter the question, we’ve got the answer for you, or we’ll certainly try to find one.

Physical Address
210 North Higgins Ave, Suite 200
Missoula, Montana 59802

 

Phone: 406.327.0112
Fax: 406.327.0113

Email: jamison@glacierwealthmanagement.com

 

Quick Message

*Jamison R. Banna offers Securities, in states where licensed, through Cape Securities, Inc., member FINRA/SIPC/MSRB, and Investment Advisory Services offered through Cape Investment Advisory, Inc.; an SEC  Registered Investment Advisor. Glacier Wealth Management, Inc. is not affiliated with Cape Securities, Inc or Cape Investment Advisory, Inc.
Check the background of our investment professionals on FINRA's BrokerCheck. 

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services that may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.
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