At Wealth Management Associates we take a holistic approach to financial planning and investment management.
By understanding your financial goals and reviewing all assets at your disposal, we can help to ensure that your various investment accounts are complimenting each other and that your account diversification and asset allocation are in line with your tolerance for risk.
Think of us as your financial GPS, guiding you to the financial destination you have chosen.
Our association with Osaic Wealth, Inc. , an independent broker dealer, allows us the freedom to choose investments appropriate for your portfolio.
As an independent broker dealer Osaic Wealth, Inc. does not maintain an inventory of stocks and bonds, thus avoiding the conflict-of-interest common place with many firms.
Our goal is to provide you with unbiased financial advice and an unlimited array of investment choices.
Investing involves risk including the potential loss of principal. No investment strategy, including diversification, asset allocation and rebalancing, can guarantee a profit or protect against loss.
As a lifelong resident of Montana, I grew up in the Helena valley. After obtaining my Certified Financial Planner™ credentials from the College for Financial Planning in Denver in 1993, I ventured out as an independent Financial Advisor. With over thirty years of experience in the financial services arena, I have had the privilege of guiding many hundreds of clients through the financial planning process.
Whether it's creating retirement plans, accumulating wealth for education costs, or navigating the sometimes-turbulent investment markets, my goal has always been to help clients achieve their financial aspirations.
I hold the following FINRA registrations: S1, S24, S63, S65, and S7. My securities licenses span several states, including Arizona, California, Colorado, Idaho, Florida, Iowa, Minnesota, Montana, New Mexico, Oregon, Texas, Virginia, Vermont, Washington, and Wyoming. Additionally, I am registered as an Investment Advisor in Montana.
To further assist my clients, I am also licensed with the state of Montana for life and health products, enabling me to provide guidance on life, health, and long-term care insurance needs.
I invite you to take the first step toward understanding your financial comfort zone and investment preferences by completing this Risk Tolerance Questionnaire. By doing so, we can develop a personalized investment strategy tailored to your goals and risk tolerance.
Thank you for considering my services. I look forward to working with you to secure a prosperous financial future.
Best regards,
Dave Peel
Lyla Lindskog - Executive Assistant
I joined Wealth Management Associates in 2018, committed to providing the highest level of client service. I ensure processes flow smoothly from start to finish and handle service-related inquiries. My diverse work experience and B.A. in Organizational Communications from Montana State University-Billings have prepared me to manage the behind-the-scenes details that make the client experience positive.