10705 Silverdale Way Northwest
10705 Silverdale Way Northwest Suite 203Silverdale, WA 98383
Welcome to the Montane Group!
We believe that everyone deserves financial empowerment. Whatever your goals may be, we are here to listen, educate, and serve.
Attend a virtual mariner game with us, and show off your best Mariner's gear!
COVID-19 & Your Money
Our first priority is helping you take care of yourself and your family. Today, that is more important than ever.
Helping Your Community
Do you know someone else who could use our help? Send them our way!
Visit Our Resource Center!
Through our broker dealer company Waddell & Reed, we offer a wide variety of thoroughly vetted resources.
As Washington State enters PHASE 2, our office is open to in-house meetings by appointment. In accordance with Governor Inslee's mandate, all employees and guests are required to follow safety protocol (click here for more info). We will also continue to hold meetings by phone and via Webex. As always, the well-being of you and your family is our number one priority. If you have any questions or concerns, please give us a call at 360-613-7033.
Mutual Funds vs. ETFs
Systematic Withdrawals in Retirement
Tax Freedom Day
Four Reasons Millennials Need an Estate Strategy