Our Firm

 

Founded in 2005, Gallatin Wealth Management is an independent wealth management and multi-family office services firm based in Jackson Hole, Wyoming.

 

Our vision

Forge long-term relationships with individuals, entrepreneurs, professionals, and families seeking a trusted advisor dedicated solely to wealth management, serving clients through commitment, integrity, and excellence.

 

Our mission

Deliver superior client service while helping clients navigate each of their ever-changing and evolving wealth challenges, goals, and objectives.

 

Our offering

Our Multi-Family Office platform offers individuals, families, and Family Offices investment management, consultancy and advisory services.

 

Our Wealth Management services provide customized and comprehensive investment management solutions for wealthy individuals and families.

 

Focus

Wealth management is our only business.  It is consultative in nature, collaborative in execution, and strategic in function. Our clients come first.  Their privacy, goals, needs and aspirations are the basis of our commitment, and our relationship is founded upon trust which is to be earned.  We strive to listen, learn, and understand, be objective, supportive, constructive and transformational.  Our work can be inter-disciplinary – collaborative with other consultants and advisors.  Importantly, clients should  know they have a collegial, non-biased partner available as a ”personne de confiance”- someone upon whom they can call at any time to serve, and who knows and understands the individual or family, its members, its history, and its needs and goals.

 

 

                    Gallatin Wealth Management is an WY- registered investment advisor and a Wyoming LLC