Insights

Boutique positioning Independent wealth management firm affiliated with an accounting practice, presenting a cross-sell opportunity with CPA services for integrated financial planning and tax advice.

Low scale Small team with under one employee; potential need for outsourced support in investment research, client onboarding, paraplanning, and technology-assisted advisory services to scale offerings.

Retirement planning emphasis Clearly defined retirement planning process and questions indicate opportunity to upsell comprehensive retirement readiness assessments, income planning, and sustainable withdrawal strategy services.

Referral potential Affinity with accountants suggests joint marketing, cross-referrals, and bundled services could expand client base and increase wallet share across tax, accounting, and wealth management.

Competitive gaps Revenue under one million with peers in large firms; position for advisory technology upgrades, practice management tools, and scalable CRM/financial planning platforms to enhance efficiency and client experience.

Similar companies to Jordahl & Sliter Wealth Management Group

Jordahl & Sliter Wealth Management Group's Email Address Formats

Jordahl & Sliter Wealth Management Group uses at least 3 email formats:
Jordahl & Sliter Wealth Management Group Email FormatsExamplePercentage
FLast@js-cpa.comJDoe@js-cpa.com
64%
Last@js-cpa.comDoe@js-cpa.com
32%
FL@js-cpa.comJD@js-cpa.com
4%

Frequently Asked Questions

What is Jordahl & Sliter Wealth Management Group's phone number?

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You can contact Jordahl & Sliter Wealth Management Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Jordahl & Sliter Wealth Management Group's official website and social media links?

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Jordahl & Sliter Wealth Management Group's official website is js-cpa.com and has social profiles on LinkedIn.

How much revenue does Jordahl & Sliter Wealth Management Group generate?

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As of July 2026, Jordahl & Sliter Wealth Management Group's annual revenue is estimated to be <$1M.

What is Jordahl & Sliter Wealth Management Group's NAICS code?

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Jordahl & Sliter Wealth Management Group's NAICS code is 52 - Finance and Insurance.

How many employees does Jordahl & Sliter Wealth Management Group have currently?

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As of July 2026, Jordahl & Sliter Wealth Management Group has approximately 1 employees across . Explore Jordahl & Sliter Wealth Management Group's employee directory with LeadIQ.

What industry does Jordahl & Sliter Wealth Management Group belong to?

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Jordahl & Sliter Wealth Management Group operates in the Financial Services industry.

What is Jordahl & Sliter Wealth Management Group's email format?

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Jordahl & Sliter Wealth Management Group's email format typically follows the pattern of FLast@js-cpa.com. Find more Jordahl & Sliter Wealth Management Group email formats with LeadIQ.
Jordahl & Sliter Wealth Management Group logo

Jordahl & Sliter Wealth Management Group

Financial ServicesMontana, United States0-1 Employees

Jordahl & Sliter Wealth Management Group, LLC operates as an independent financial planning firm headquartered in Kalispell, Montana, established in 2000 and allied with the Jordahl & Sliter PLLC accounting and consulting practice. It draws on an integrated team that includes accounting professionals to deliver wealth management services across multiple financial domains. The firm emphasizes listening to client goals and coordinating strategies across retirement planning, investments, and other financial considerations. 
 Its retirement planning approach follows a structured process that helps clients estimate retirement needs, evaluate the possibility of retiring early, and determine how to accumulate sufficient savings for a comfortable lifestyle, all with an emphasis on unbiased guidance. Within the financial services landscape, the organization presents itself as an independent, integrated resource offering both planning and investment management for individuals seeking personalized, objective support.

Section iconCompany Overview

Phone number
Website
js-cpa.com
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconFunding & Financials

  • <$1M

    Jordahl & Sliter Wealth Management Group's revenue is estimated to be in the range of <$1M

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