Springhill Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Springhill Wealth Management is an independent, advisor‑led investment advisory firm managing roughly $82 million for about 71 clients. It offers discretionary and non‑discretionary investment management, written financial planning, legacy‑position services, and assets‑under‑advisement for individuals, high‑net‑worth families, trusts, estates, partnerships, corporations, and charitable entities.
The firm applies strategic and tactical asset allocation with portfolios built from equities, fixed income, mutual funds, and ETFs, and it may include alternative investments or ESG/sustainable options for clients who request them; cash balances can represent a sizable portion of portfolios depending on market outlook. Investment decisions draw on fundamental, technical, cyclical, and model‑manager analysis, with regular rebalancing and the option to recommend IRA rollovers (with related conflicts disclosed).
Notably, the firm is not a solo‑practitioner practice despite its small advisor count: the principal also serves as the firm’s Chief Compliance Officer and holds professional wealth‑management credentials, and the firm employs additional staff and third‑party platforms (including an institutional reporting platform and custody relationships). The firm registered under its current name in 2026 (f/k/a Lucent Financial), discloses legacy‑holding services, and the principal’s outside ownership of several private real‑estate entities and use of private/alternative funds are described as factors that may affect suitability and liquidity.
Client services
Expertise
Fee options
1% annually (maximum fee)
Account minimum: $100,000 Fee-only: Financial planning services included with investment management fee for clients with at least $100,000 investable assets.
Main office
3731 Equestrian Lane, Suite 103
Bozeman MT 59718
Advisors at this office
1
Most active in
Montana
Also doing business as
Lucent Financial · Lucent Financial LLC · Springhill Wealth Management · Springhill Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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