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Credentials
Series 65
Experience Industry experience
14 years
Location
Belgrade, MT
Focus Partners Wealth, LLC
Enterprise
Clients per advisor
59 TypicalAvg AUM per client
$2,557,933 Very HighHNW client ratio
49% Very HighJennifer Graff is a Series 65-licensed financial advisor with 14 years of industry experience. She currently works at Focus Partners Wealth, LLC and previously held roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Strasbaugh Financial Advisory, Inc. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with third-party managers and offers a broad range of wealth services and investment options.
Based on Focus Partners Wealth, LLC
Based on Focus Partners Wealth, LLC
Based on Focus Partners Wealth, LLC
Aging Life Care Planning $1,500 plus $250 per hour for additional meetings; Practice Integrated Wealth Management generally $150 to $825 per month; Family budget services typically $3,000 to $6,000 per month; Business Solutions $5,000 to $50,000 typically
$0+: Up to 1.25% $0+: Up to 0.80% for non-sponsored wrap and model portfolio programs $0+: 0.10% to 1.00% for retirement plan services (tiered asset-based fees) $25,000,000+: Minimum annual fee of $62,500 for Institutional Consulting $50,000,000+: Minimum relationship size for Institutional OCIO model (fees negotiable)
Hourly rates range from $80 to $375 per hour for business management; $300 per hour for dispute resolution; $250 per hour for time in court/hearings
Performance-based fees charged for certain private funds; carried interest of 10-15% on some funds; generally not charged for typical advisory services
TPS newsletter subscription $33/month; 1 year $325-$375; 2 years $595-$695
Account minimum: $5,000 Minimum fee: $5,000 minimum fee for investment management services Fee-only: Fixed fees for financial counseling, family office services, Practice Integrated Wealth Management, family budget, business solutions, dispute resolution, tax preparation, range generally $95/hour to $50,000 per engagement depending on service
Belgrade, MT
Belgrade MT
Advisors at this office
1
Colorado · Montana
14 years of industry experience
Focus Partners Wealth, LLC
2026 - Present • 1 year
St. Louis, MO
UnEMPLOYED
2025 - 2026 • 1 year
Belgrade, MT
The Colony Group, LLC
2024 - 2025 • 1 year
Boston, MA
Buckingham Strategic Wealth, LLC
2018 - 2024 • 6 years
Clayton, MO
Strasbaugh Financial Advisory, Inc.
2013 - 2018 • 5 years
Colorado Springs, CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Series 65
Bozeman, MT
Watson House Investment Management, LLC
Gary Wrotny is the principal advisor at Watson House Investment Management, LLC in Bozeman, MT. He holds a Series 65 designation and has seven years of industry experience. His background includes self-employment prior to founding Watson House Investment Management in 2018. Watson House Investment Management is an independent firm offering fee-only, discretionary investment management and financial planning to individual and institutional clients. The firm manages approximately $20 million across 14 client relationships, using a combination of fundamental, technical, and macroeconomic analysis along with options and derivatives when appropriate.
Series 63, Series 66
Bozeman, MT
Solid Rock Wealth Management
Christopher Nolt is the sole advisor at Solid Rock Wealth Management in Bozeman, MT, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has operated his own business since 1996 and founded Solid Rock Wealth Management in 2014. In addition to financial advising, he owns and operates Solid Rock Realty Advisors, LLC, a commercial real estate brokerage, and holds a state real estate license. Solid Rock Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a passive, index-oriented investment approach supported by academic research and partnerships with Dimensional Fund Advisors, and it offers services including real estate advisory related to IRC Section 1031 exchanges.
CFA®, Series 65
Bozeman, MT
Group W Investment Management LLC
Frederick Maxted is the sole advisor at Group W Investment Management LLC in Bozeman, MT. He holds the CFA® designation and a Series 65 license, with 22 years of industry experience. Maxted has been with Group W Investment Management since its founding in 2003. Group W Investment Management provides discretionary portfolio management and investment advice to individuals, estates, trusts, charitable organizations, and businesses. The firm employs a long-term, tax-efficient investment approach focused on a three-class framework of equities, fixed income, and cash, with an emphasis on fundamental, value-oriented equity analysis.
Series 63, Series 65
Bozeman, MT
Montana Investment Advisors Inc
Brenda Davis is a financial advisor at Montana Investment Advisors Inc in Bozeman, MT, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has been with Montana Investment Advisors since 1992. Montana Investment Advisors provides discretionary, fee-based portfolio management for individuals, retirement and pension plans, trusts, endowments, and charitable organizations. The firm focuses on long-term holdings in fundamentally sound growth companies combined with fixed-income securities, managing approximately $47.4 million in separately managed accounts.
Series 65
Bozeman, MT
Quinn Capital LLC
Paul Quinn is a financial advisor with Quinn Capital LLC in Bozeman, MT, holding a Series 65 designation and 18 years of industry experience. He has been affiliated with Marylhurst University since 2004. Quinn Capital LLC provides discretionary private investment management to high-net-worth individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm employs a “growth at a reasonable price” equity strategy focused on capital appreciation and preservation, combining fundamental and technical analysis within a buy-and-hold framework.
CFA®
Bozeman, MT
Arkell Asset Management, LLC
Timothy Randak is a CFA® charterholder and the sole advisor at Arkell Asset Management, LLC, based in Bozeman, MT. He has 16 years of industry experience and has led Arkell Asset Management since 2011. Arkell Asset Management is an independent, fee-only registered investment adviser serving individuals, high-net-worth clients, small businesses, and retirement plans. The firm manages approximately $75 million for about 71 clients, focusing on strategic asset allocation with passive index funds and ETFs, and offers multiple service levels tailored to client preferences.
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