Top wealth management financial advisors in Gillette, WY
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're managing significant assets in Gillette, WY, you might be looking to preserve and grow your wealth while navigating federal tax rules and local property and sales taxes. Without careful planning, it's easy to overlook how Wyoming's unique trust laws and low population density can impact your estate and asset protection strategies.
- Federal tax focus. Since Wyoming has no state income tax, ask how advisors optimize your federal tax liabilities alongside property and sales taxes.
- Trust and estate planning. Confirm their experience with Wyoming's favorable trust laws to protect your assets effectively.
- Wealth preservation mindset. Look for advisors who consider local economic factors and population trends in their long-term strategies.
- Customized asset protection. Inquire about approaches tailored to Wyoming's legal environment to safeguard your wealth.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Lori H
Series 63, Series 65
Gillette, WY
D.A. DAVIDSON & Co.
Lori Hubbard's 26 years of experience and Series 63 and 65 credentials equip her to manage wealth effectively in Gillette, WY, with a focus on retirement income strategy and wealth management. Working at the large firm D.A. Davidson & Co., she supports diverse clients including high earners and established professionals, offering comprehensive financial planning and specialized services like ERISA retirement plan advisory.
Experience: 27 years
Avg account: $552,040
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Nita R
CFP®, Series 63
Gillette, WY
LPL Financial
Nita Rieniets offers wealth management expertise in Gillette, WY, with 39 years of experience and CFP® certification, making her well-equipped to address federal tax optimization and Wyoming-specific trust laws. Affiliated with LPL Financial, a large firm serving diverse clients, she provides flat-fee financial planning and specializes in retirement plans and tax-loss harvesting, distinguishing her from other advisors in the area.
Experience: 39 years
Avg account: $399,489
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Katrin W
ChFC®, Series 66
Gillette, WY
Edward Jones
Katrin Wagner offers wealth management services in Gillette, WY, with expertise in charitable giving, estate planning, and retirement strategies, supported by six years of industry experience and ChFC® and Series 66 credentials. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she provides access to extensive resources and a broad range of advisory programs, differentiating her from smaller local advisors.
Experience: 6 years
Avg account: $246,728
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Matthew H
Series 66
Gillette, WY
Cetera
Matthew Hines specializes in wealth management with a focus on tax-loss harvesting and retirement plans for business owners, making him well-suited for managing significant assets in Gillette, WY. His flat-fee structure and affiliation with Cetera, a large firm offering diverse portfolio management and fiduciary solutions, differentiate him by providing flexible pricing and access to broad resources compared to other local advisors.
Experience: 3 years
Avg account: $306,089
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Joshua P
Series 63, Series 65
Gillette, WY
Tlg Advisors, Inc.
Joshua Pierce offers wealth management expertise in Gillette, WY, with 10 years of experience and credentials including Series 63 and 65 licenses. His firm, TLG Advisors, Inc., manages $2 billion in assets and provides comprehensive financial and estate planning, combining fundamental analysis with Modern Portfolio Theory. Unlike some advisors, Joshua also brings a unique perspective from his background in agricultural business ownership and public speaking on financial topics.
Experience: 11 years
Avg account: $430,112
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