JCB Wealth Management

JCB Wealth Management Financial Services in Kalispell, MT Advisory services offered through Cetera Investment Advisers LLC.

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Cetera entities are under separate ownership from any other named entity.

Jobs, inflation, and interest rates remain closely connected, making this week's inflation data especially important for...
09/08/2026

Jobs, inflation, and interest rates remain closely connected, making this week's inflation data especially important for markets and the Federal Reserve.
Join CIO Gene Goldman on this week's episode of as he examines the final inflation reports before the Fed's September 16 meeting, what recent labor market data tells us about the economy, and why persistent price pressures could influence the outlook for interest rates and market performance.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Read the latest issue of Retire Wise here:
09/08/2026

Read the latest issue of Retire Wise here:

For a lot of retirees, filing for Social Security felt like crossing a finish line. But the strategy behind that decision doesn't have to stay frozen the day…

An ILIT could play a role in your estate strategy.
09/07/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Are you looking for a balance? Find yours, starting with this video.
09/02/2026

Are you looking for a balance? Find yours, starting with this video.

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This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:
09/02/2026

This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:

U.S. stocks returned to gains in August after the S&P 500 and Nasdaq Composite both ended negative the prior two months while the Dow Industrials capped a…

What will this week's economic data mean for rate hike odds? Join Chief Market Strategist Brian Klimke on this week's ep...
08/31/2026

What will this week's economic data mean for rate hike odds?
Join Chief Market Strategist Brian Klimke on this week's episode of as he breaks down key reports on manufacturing, services, employment, and Friday's closely watched jobs report. With the Fed meeting just two weeks away, markets will be looking to see whether the data strengthens or weakens the case for another hike.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
08/31/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
08/26/2026

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.

When markets shift, experienced investors stick to their strategy.

Markets face plenty of uncertainty, but investors may be looking past the next rate decision and toward Jackson Hole.In ...
08/24/2026

Markets face plenty of uncertainty, but investors may be looking past the next rate decision and toward Jackson Hole.
In this week's episode of , CIO Gene Goldman discusses what to expect from the first Jackson Hole symposium under Fed Chair Kevin Warsh, including the future of Fed communications, the message behind rising Treasury yields, and how policymakers are navigating an economy that is sending mixed signals.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Valuation is important for business succession, estate taxes and even qualifying for a loan.
08/24/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Address

720 South Main Street
Kalispell, MT
59901

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm

Telephone

+14067558868

Website

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