Helping to Plan for Your Financial Independence While Preparing You for the Challenges of Today

 

The Owen Legacy Group is Montana's preeminent wealth management team. We are a family business; as such, we treat each other and clients with a level of honesty, respect, and integrity that you expect from family but should also expect from your most trusted advisor. We help develop and craft a unique purpose and path for the wealth you have accumulated so that it can be employed to accomplish your goals, benefit your family, community or the world. Every day we strive to foster an atmosphere where each member of the Owen Legacy Group works to bring the utmost value and peace of mind to those we work with, and continue to be dedicated and thoughtful members of the community in which we live.

Pictured above: Owen Legacy Group, left to right: Leah Barrett, FPQP™, Registered Client Associate; Carrie McAleer, FPQP™, CWS®, Senior Registered Associate; Morgan Owen, CFP®, CPFA, Senior Vice President, Financial Advisor, Portfolio Manager; Anne Owen Ashton, CFP®, CWS®, Senior Vice President, Financial Advisor, Portfolio Manager; and Brenda Kitto, CFP®, CWS®, Associate Financial Advisor, Portfolio Manager and Assistant Branch Manager.

 

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“The best way to lengthen our days is to walk steadily and with a purpose.” 

— Charles Dickens