Teton Crest Wealth Planning

Teton Crest Wealth Planning works primarily with individuals, trusts, and business entities to provide ongoing portfolio management and comprehensive financial planning tailored to each client’s goals, time horizon, and risk tolerance. The firm advises on a range of investments including equities, bonds, mutual funds, ETFs, and options (when approved), and can provide discretionary management or standalone planning engagements.

The firm emphasizes fundamental analysis, quarterly reviews, and periodic rebalancing, with investment direction informed by an external advisory investment committee that meets quarterly. Clients receive technology-enabled reporting and tools (including Black Diamond reporting and Schwab’s iRebal for accounts on that custodian), and the financial planning process follows a six-step CFP-aligned methodology with planning provided at no additional charge when combined with asset management.

Noteworthy differences from many solo independent advisers include the principal’s separate, outside activity as a licensed insurance agent who may offer insurance products on a 1099 basis (commissions are received by the advisor and disclosed to clients), and the firm’s routine publication of a client newsletter plus occasional educational seminars and workshops. The adviser also provides no‑cost financial wellness, counseling, and family education to clients and family members, and the principal’s service as an elected state official can affect availability during legislative sessions.