We are the premier Wealth Management group serving the high value clients of our bank and our communities with an unrelenting focus on relationships and clients.
Our team of Wealth Management professionals offers comprehensive investment consulting services for Foundations and Family Offices, providing objective guidance on asset allocation and investment manager search and selection across the full spectrum of domestic, international and alternative investment strategies.
We work with clients on an individual basis to develop customized solutions including sophisticated asset allocation modeling, expert evaluation of investment opportunities, and detailed ongoing monitoring of investments and performance results.
For more information, contact Paul McKean at 406-255-5055.
Whatever your financial goals, First Interstate can help make your life's dreams come true. With over $3.3 billion in Assets Under Management, we offer the expertise in Wealth Management you need to meet your financial goals. Yet, we are small enough to create a personalized road map that provides direction and flexibility to achieve your individual, long-term needs.