Taurus Wealth Management

Welcome to Taurus Wealth Management LLC (TWM), your premier financial planning and investment advisory firm. We are a team of dedicated professionals who are committed to helping you achieve your financial goals. Our mission is to provide you with personalized financial solutions that cater to your unique needs and objectives.

Our Mission Statement

At TWM, we believe in empowering individuals to take control of their financial lives. We understand that each person has their own set of financial goals, whether it's saving for retirement, investing in stocks, or planning for estate distribution. Our mission is to provide you with the tools, knowledge, and expertise needed to make informed decisions about your financial future.

Our Services

We offer a wide range of financial services designed to help you navigate the complex world of personal finance. Our services include:

1. Investment Planning: We can help you create a diversified investment portfolio that aligns with your risk tolerance and investment goals.

2. Retirement Planning: Whether you're nearing retirement or just starting to plan, we can help you create a strategy to ensure a comfortable financial future.

3. Estate Planning: Our team can assist you in creating a comprehensive estate plan that includes wills, trusts, and other essential documents.

4. Disability Income Insurance: We can help you understand your options for disability income insurance and how it can protect your financial well-being.

5. 401(k) Planning: Our experts can guide you through the process of setting up and managing a 401(k) plan for your business or personal use.

Our Qualifications

Our team consists of experienced professionals who have extensive knowledge in various areas of finance. We hold certifications such as Series 7, Series 63, and Series 65, which demonstrate our expertise in securities, investment advisory services, and state securities laws. Additionally, we are members of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC), ensuring that we adhere to the highest standards of ethics and professionalism.

Important Financial Links

We believe in staying informed about the latest trends and developments in the financial industry. Here are some important links to resources that can help you stay up-to-date:

1. FINRA: The Financial Industry Regulatory Authority is a non-governmental organization that regulates member brokerage firms and exchange markets.

2. SIPC: The Securities Investor Protection Corporation is a non-profit organization that provides limited insurance coverage for customers of SIPC-member brokerage firms.

3. SEC: The U.S. Securities and Exchange Commission is a federal agency responsible for enforcing the federal securities laws and regulating the securities industry.

Free Information & Services

At TWM, we are committed to providing you with valuable resources and information to help you make informed financial decisions. Here are some free services we offer:

1. Calculators: We have a variety of financial calculators available on our website, including tools for retirement planning, investment analysis, and more.

2. Videos: Our video library features educational content on various financial topics, from investing in stocks to planning for retirement.

3. Flipbooks: We offer interactive flipbooks that provide an in-depth look at different financial concepts and strategies.

4. Newsletters: Our newsletters feature articles on current financial trends, investment strategies, and more.

Photos & Fun Stuff

We believe that financial planning should be approachable and enjoyable. That's why we like to share fun facts and interesting tidbits about money and finance. Check out our photo gallery and fun stuff section for a lighter side of finance.

Our Location

Our office is located at 2419 Mullan Rd, Suite C, Missoula, MT 59808. We are always here to help you with your financial needs. Feel free to contact us anytime.