Connect with Top-Rated Financial Planners in Missoula!

Welcome to Taurus Wealth Management LLC (TWM)! We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Our team created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning strategies, and wealth preservation. We hope you see the value of working with skilled professionals to help pursue your financial goals.

Inukshuk Investments is a Montana-based investment advisor firm that provides independent financial planning and investment management services to clients nationwide. Our team of expert advisors, led by Geoff Gilbert MS, CFA, offers a range of services, including investment supervisory, custom portfolio management, and financial planning services for individuals, foundations, endowments, and institutions. We take a holistic approach to investment management, considering each client's unique goals, time horizon, and risk tolerance to create a personalized investment strategy. With our fee-only, commission-free approach, you can be assured that your best interests are always our top priority. Our services include budgeting, retirement planning, credit and debt planning, quarterly investment guidance, and more. As an independent RIA firm, we have a fiduciary duty to act in the best interests of our clients, and we are committed to providing unbiased, objective financial advice.