Where Relationships Are Established Before Business is Transacted
WE ARE A FULL SERVICE FINANCIAL PLANNING FIRM
SPECIALIZING IN CREATING STREAMS OF INCOME FOR RETIREES.
Led by a Forbes’ Top 500 Next Generation Wealth Advisor
We’re known for taking a conservative approach to wealth management. We’ve built a
reputation based on sound judgment and prudent decision-making—values that have helped
so many of our clients protect their existing assets and successfully pursue their goals. Read more >>
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The inaugural list, published on Forbes.com, recognizes wealth advisors born in or after 1980. Lapito is the only advisor in Montana and Wyoming to be named to the list, and was chosen from over 19,600 nominations. Forbes completed over 4,200 phone interviews and 890 in-person interviews before selecting the recipients of this prestigious award.
In 2015 Investment News featured Gabe Lapito and Strategic Retirement Plans in a five part video series underscoring their success in succession planning. See More >>
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