Jordahl & Sliter Wealth Management Group Employee Directory

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.

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