Glacier Wealth Management

04/29/2024

Each year, the month of May is set aside as a special time to celebrate small businesses, their courage, community efforts, and hard work.
We are happy to partner with "The Missoula Chamber of Commerce", May 15th for a class on
Tax-Free Retirement. "You don't know, what you don't know".
We will be advertising this very soon.
Lunch compliments of Glacier Wealth Management, and served by the famous "Pattee Wagon".
Please call us if you would like to reserve a spot.
406-327-0112 ask for Patti Carlisi

Financial, tax and future solutions.
Instructor with the Society for Financial Awareness

04/22/2024

We love our earth and education. Join us for classes coming up this Spring and summer.
And remember to take care of our planet.
Happy Earth Day!~
https://www.sofamt.org/

03/28/2024

“You don’t know what you don’t know.”
National Financial Literacy month is recognized each year in April to raise public awareness of the importance of financial literacy and maintaining smart money management habits.
“Inform, Inspire, Ignite”
Financial empowerment begins with learning, and teachers start the spark of learning.
That pays dividends!
Join us for a class to educate what you don’t know, April 18th.
Missoula Chamber of Commerce
11am to 1pm
Lunch served.
Call us to reserve a spot- 1-406-327-0112.

03/08/2024

As International Women's Day unfolds, we at Glacier Wealth Management take immense pride in recognizing and celebrating the extraordinary contributions of women who have shaped our journey.

Our team is a brilliant mix of diversity, talent, resilience, and innovation.

From the daily meetings to the endless engineering hours, their dedication, insight, and creativity fuel our progress and inspire us daily.

Today, we not only acknowledge their invaluable contributions but also reflect on the importance of an environment where every woman has the opportunity to excel, lead, and redefine the digital frontier, and just make a difference everywhere.

Equally, our admiration extends beyond our office walls to all the remarkable women who choose Glacier Wealth Management as their trusted partner. Your support, feedback, and confidence in our solutions empower us to push boundaries and think bigger.

Financial, tax and future solutions.
Instructor with the Society for Financial Awareness

02/15/2024

Financial, tax and future solutions.
Instructor with the Society for Financial Awareness

11/28/2023

This is the season for giving and sharing.
Please come by our office if you can donate an unwrapped toy.
We will also have our office open December 1st for "First Friday" from 5pm to 9pm. Lots of treats, and a drawing for a holiday gift basket.
Thank you so much for all you do!!

11/21/2023

Join us for our next class in December!
Tell a friend!

11/20/2023

The Holidays are here, and we are so excited to be participating with this great event. Come by drop off a toy and say "Hello"!
We will be giving away a gift basket for first Friday,
December 1st, so come by spread the love! We have until December 11th and then we will be giving out the toys to our children here in Missoula County and Ravalli County who so desperately need this joy.

05/31/2023

Can you believe that May is already over?

Summertime is approaching rapidly – we frequently encourage you to be responsible and plan for your future, but there’d be no point to it all if you couldn’t occasionally crack open a beverage of your choice, grab some tubes, and go floating those pristine Montana rivers, so that’s exactly what we’re gonna tell you to plan today.

Happy warm weather days!

05/29/2023

This country has lost many brave souls in pursuit of freedom from tyranny. Today, we would ask you to take a moment to reflect on the ideals that this nation was founded on. To believe that we are all equal, that we all deserve a chance at happiness, and that no matter who you are or where you come from, you are as deserving of a piece of this world as anyone else.

In remembrance of all those who served and paid the highest price, the highest form of respect you can pay is embracing those ideals. Welcome those who differ from you and embrace them for their differences, not in spite of them, and in doing so honor the memory of the many we have lost.

05/26/2023

You made it to the three day weekend, congratulations! Make sure that you get your rest and relaxation in when you can. Get those chores taken care of, then go and do something you love.

05/24/2023

Everyone has different needs, desires, and dreams – which means that all of us have a unique vision of retirement. With a free financial plan from us, we can not only help you visualize that dream, we can help you realize it. You have the marble in front of you, let us help you carve it into a masterpiece!