Our Firm
Big Timber Wealth Management is a full-service financial advisory firm committed to helping our clients reach their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to create, implement and monitor your own strategy when you understand the associated benefits and costs.
What is your experience with saving and investing? Who were your influences? Can you remember the first time you considered your financial picture? We believe the business we do is a result of an ongoing conversation. We strive build a relationship with you and to understand your experiences so that we can help you create a financial plan that is personalized to your household needs and limitations. In addition, we will educate you on the investments you have made so that you understand how your money is being put to use.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.