Plan, Grow & Preserve Your Wealth With Solid Rock Wealth Management PowerPoint PPT Presentation

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Title: Plan, Grow & Preserve Your Wealth With Solid Rock Wealth Management


1
Plan, Grow, Preserve Your Wealth
  • With
  • Solid Rock Wealth Management

2
What Is Solid Rock Wealth Management
Solid Rock Wealth Management is an independent
fee-based wealth management firm located in
Bozeman, Montana. The leading financial advisor
Christopher Nolt is the owner and CEO of this
firm. The company is dedicated to provide wealth
management services to high net worth families
and individuals within Montana and Wyoming. Our
wealth management approaches includes
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Owner And CEO
Owner and CEO of Solid Rock Wealth Management
Christopher Nolt is a registered principal,
investment advisor representative. Chris entered
the wealth management industry in 1989 and for
past 25 years, he has been helping high net worth
families with their retirement, investment and
estate planning needs. Chris has a 7, 66 and 24
securities licenses.
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Wealth Management Services
  • Considering Solid Rock Wealth Management for
    financial advisory has many benefits.
  • Since Solid Rock Wealth Management is independent
    and fee-based firm, there are no such things as
    selling investment policies. Some other things
    include
  • No incentives
  • No Company sponsored trips
  • No limitations to the options we can provide
  • The investment portfolios that we use for our
    clients are based upon 60 years of academic
    research. To help you plan, preserve and grow
    your wealth, we take a three step approach that
    is Investment Consulting Advanced Planning
    Relationship Management.
  • Working with Solid Rock Wealth Management can
    help you with
  • Investment consulting
  • Advance planning
  • Relationship Management
  • Our advance planning services includes
  • Tax Planning
  • Estate Planning
  • Retirement Planning
  • Risk Management
  • Charitable Giving.
  • Solid Rock Wealth Management takes comprehensive,
    team planning approach to address all aspects of
    your financial life.

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Second Opinion Services
As our primary goal is to help people getting
over financial hurdles, we provide second opinion
services free of cost. Second opinion service is
based on your current financial analysis. It
includes analyzing your current financial status,
your financial advisor and how far have you
reached to achieve your financial goals.
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Plan, Grow, Preserve Your Wealth
Secure your future today, choose Solid Rock
Wealth Management for investment consulting,
advanced planning and relationship management.
The biggest mistake that most of us make in our
life is seeking advice on the verge of loosing
every single asset of us and end up having
nothing but debts. For more information on our
wealth management services Call us at
406-582-1264, or visit our website
www.SolidRockWealth.com 2020 Charlotte Street,
Suite 14 Bozeman, MT
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