Pictured above, left to right: Teresa LeProwse, Senior Registered Associate; Alex Dabney, CFP®, CPFA, Financial Advisor; Tina Radovich, Client Associate; Brian Brown, CFP®, CPFA, Senior Vice President, Financial Advisor, Branch Manager; Sarah Dittner, FPQP®, Supervisory Branch Operations Manager, Registered Client Associate; Jim Webster, CWS®, Senior Vice President, Financial Advisor, Portfolio Manager.  

Welcome. Thank you for taking the time to get to know our team and our practice. At Bozeman Wealth Management Group (BWMG) we offer professional family wealth planning and personalized solutions to help our clients achieve their life aspirations by growing, preserving, and passing on their wealth. This is accomplished with a particular focus towards minimizing risk while retaining total transparency. Helping families and institutions achieve their financial objectives is a charge BWMG takes seriously.

Bozeman Wealth Management Group embraces the highest practice standards of the financial services industry. To this end, BWMG is a member of the Center for Fiduciary Studies, a non-profit organization based in Pittsburgh, PA dedicated to the promotion of such standards.

D.A. Davidson's Montana roots embody an approach that is anchored in the values of a company that is as independent as you are.

 

 

For more information about our team, click here.