T&D Montana Wealth Management  was started in 2004 as a needs based investment company.

Our industry tends to group people based on age, income, residence, etc. We recognize that each individual is unique and develop plans and solutions to accomplish their goals. ETF's and Age based Mutual Fund Portfolios are not the right investments for everyone.

 T&D Montana Wealth Management is registered in the states of Georgia, Florida, Massachusetts, and New York.

 Our focus is navigating financial strategies for each of our client's future based on their financial goals. We offer wealth management primarily to businesses and their owners as well as individuals. It is our desire to see our clients reach their vision, while managing their risk.

Our strategic partnerships with other financial professionals and institutions allow us to focus on what we do best - wealth management. We have access to the entire world of financial products and services, allowing to focus on design, implementation and monitoring our clients goals. Our clients choose how they want us to serve them. We offer fee services or traditional products.

We have a unique process in place that provides a road map for each of our clients. We refer to this as our Five Star Client. We feel that our client must be on track in each of these areas, or later they will face a major road block which could be devastating to their financial future.

Our Mission Statement:

 ACTA NON VERBA - ACTIONS, NOT WORDS!