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 >>

Market Watch

Commonwealth Market Updates

Market Thoughts (video)
Weekly Update

SRP Weekly Market Commentary

December 10, 2018

Articles & Videos

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Market Thoughts for December 2018 (Video)

December 4th, 2018|Comments Off on Market Thoughts for December 2018 (Video)

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Market Thoughts for November 2018 (Video)

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News & Announcements

Market Update for December 2018

December 6th, 2018|Comments Off on Market Update for December 2018

What To Do With Volatility?

October 31st, 2018|Comments Off on What To Do With Volatility?

As Featured In:

Gabe Lapito Only Advisor In Montana and Wyoming Named One of Forbes’ Top 500 Next Generation Wealth Advisors.

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.

Read More

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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We offer a complimentary initial phone consultation with an advisor where we can tell you about our services and hear about your goals to see if our services are right for you.