OWEN LEGACY GROUP

The Owen Legacy Group is one of Montana's preeminent wealth management teams. 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... Founded as a Montana brokerage, we have grown to be a leading financial services holding company that is proud to maintain its Western roots and uphold a rich tradition of community involvement. We encourage and celebrate volunteerism and giving in Bozeman and beyond... D.A. Davidson..

Primary location: Bozeman United States