Large-firm, 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.
When you're managing significant assets and aiming to preserve wealth in a low-population area like Gillette, you need an advisor who understands how to navigate federal taxes and local property and sales taxes effectively. Without this focus, you might miss opportunities to protect your wealth or optimize your estate plans.
- Federal tax focus. Confirm how they integrate federal income tax strategies into your overall wealth plan, since Wyoming has no state income tax.
- Estate and trust expertise. Ask about their experience with Wyoming's favorable trust and asset-protection laws to safeguard your legacy.
- Property and sales tax awareness. Ensure they consider local tax impacts on your investments and spending.
- Large-firm resources. Large firms often provide access to diverse specialists and tools that can support complex wealth management needs.
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 at D.A. Davidson & Co., a large firm in Gillette, WY, equip her to manage wealth with access to diverse specialists and tools, ideal for navigating federal and local tax considerations. Her expertise in wealth management and retirement income strategy, combined with credentials Series 63 and 65, and focus on high earners and established professionals, distinguishes her among local advisors.
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, supported by 38 years of industry experience and affiliation with the large firm LPL Financial, which provides extensive resources and in-house research. Her flat-fee financial planning and CFP® certification distinguish her from others, along with her focus on retirement plans for business owners and tax-loss harvesting strategies.
Experience: 39 years
Avg account: $399,489
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Katrin W
ChFC®, Series 66
Gillette, WY
Edward Jones
Katrin Wagner at Edward Jones is equipped to manage wealth in Gillette, WY, with expertise in wealth management, estate planning, and retirement strategies, supported by a large firm's extensive resources. With six years of experience, ChFC® designation, and a fee structure up to 1.35% annually, she offers a blend of personalized service and access to a nationwide network managing over $1 trillion in assets.
Experience: 6 years
Avg account: $246,728
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Matthew H
Series 66
Gillette, WY
Cetera
Matthew Hines at Cetera is equipped to manage wealth in Gillette, WY, leveraging his expertise in wealth management, tax-loss harvesting, and retirement plans for business owners. His flat-fee and AUM-based fee structures, combined with Cetera's large-firm resources, provide flexible options. With three years of experience and a background in accounting and tax services, he offers a practical approach that complements his firm's diverse client base and portfolio management solutions.
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, supported by 10 years of experience and Series 63 and 65 licenses. His firm, TLG Advisors, Inc., is a large SEC-registered adviser managing $2 billion in assets, providing comprehensive financial and estate planning with a blend of fundamental analysis and Modern Portfolio Theory, distinguishing him from other local advisors.
Experience: 11 years
Avg account: $430,112
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