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Thomas W
Series 66
Bozeman, MT
Mountain Wealth Management, LLC
Thomas White is a financial advisor at Mountain Wealth Management, LLC in Bozeman, MT, with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch Bank of America and Bank of America N.A. White also serves as an officer and board member of the Bobcat Quarterback Club, a nonprofit organization affiliated with Montana State University. Mountain Wealth Management provides discretionary portfolio management and financial planning services primarily to individuals, including high-net-worth clients, and certain corporate entities. The firm’s investment approach emphasizes Modern Portfolio Theory and long-term strategies, utilizing individualized Investment Policy Statements and a diverse range of investment vehicles including ETFs, mutual funds, equities, and alternative assets.
Jesse R
Series 66
Bozeman, MT
Mountain Wealth Management, LLC
Jesse Radoslovich is a financial advisor at Mountain Wealth Management, LLC in Bozeman, MT, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Arkell Asset Management, McLeod Insurance Services, and MML Investors Services, as well as over a decade with Cru Global (Campus Crusade for Christ). Outside of advisory work, he is involved with Radoslovich Development Group, LLC, which provides project management for private real estate development. Mountain Wealth Management, LLC offers discretionary portfolio management and financial planning to individuals, including high-net-worth clients, and select corporate entities. The firm employs a long-term investment approach based on Modern Portfolio Theory and uses individualized Investment Policy Statements to align with clients’ goals and risk tolerance.
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