Solid Rock Wealth Mangement

A Comprehensive Financial Planning Approach for Your Success

Solid Rock Wealth Management, Inc. is an independent, fee-only Registered Investment Advisory Firm with offices in Bozeman, Montana, and Scottsdale, Arizona. With over 27 years of experience, we empower individuals and families to achieve their financial goals through personalized wealth management strategies.

Our Mission

Our mission is to guide clients through every step of their financial journey, offering comprehensive guidance and customized solutions to meet their individual needs. We prioritize open communication, transparency, and a long-term approach to wealth building and preservation.

What We Offer

Solid Rock Wealth Management offers a wide range of financial services to suit your unique requirements. These include:

Investment Management

• Personalized portfolio construction and management
• Retirement plan optimization
• Tax-efficient investment strategies
• Risk management analysis

Retirement Planning

• Comprehensive plan design and implementation
• Contribution analysis and optimization
• Distribution strategies and income generation
• Understanding Social Security options

Tax & Estate Planning

• Estate analysis and tax mitigation strategies
• Trust and estate document review and preparation
• Retirement account distribution planning
• Charitable gifting strategies

Additional Services

• Farm & Ranch Sale Planning
• Dimensional Fund & Alternative Investments
• 401(k) Fiduciary Review & Compliance
• Charitable Planning & Portfolio Management
• Second Opinion Service for your Existing Financial Plan

About Chris, the Founder

Chris, the founder and President of Solid Rock Wealth Management, has over 25 years of experience guiding individuals and families towards financial security. His extensive knowledge, coupled with his client-centered approach, empowers clients to make informed financial decisions for their future.

Why Choose Solid Rock Wealth Management?

• Independent and Fee-Only: We prioritize your interests, without any conflicts of interest or hidden fees.
• Experienced and Fiduciary: We uphold the highest ethical standards and act in your best interests every step of the way.
• Personalized and Comprehensive: We take a holistic approach to wealth management, addressing all aspects of your financial life.
• Client-Focused: We prioritize open communication, transparency, and building strong relationships with our clients.