Pictured above: Owen Legacy Group, left to right: Sophie Millington, Client Associate; Morgan Owen, CFP®, CPFA, Senior Vice President, Financial Advisor, Portfolio Manager; Brenda Kitto, CFP®, CWS®, Vice President, Portfolio Manager and Assistant Branch Manager; Anne Owen Ashton, CFP®, CWS®, Senior Vice President, Financial Advisor, Portfolio Manager; Carrie McAleer, FPQP™, CWS®, Senior Registered Practice Coordinator and Allegra Mohr, Registered Client Associate.
Helping to Prepare for Your Financial Independence While Planning for the Unknown Challenges of Today
The Owen Legacy Group is a planning focused wealth management team based in Bozeman, Montana. We are a family business and treat each other and clients with a level of honesty, respect, and integrity that you expect from family but should also receive from your most trusted advisor. We help develop and craft a unique purpose and path for the wealth you have accumulated so that it can be employed to accomplish your goals, benefit your family, community, or the world. Every day we strive to foster an atmosphere where each member of the Owen Legacy Group works to bring the utmost value and peace of mind to those we work with and continue to be dedicated and thoughtful members of our community.
“The best way to lengthen our days is to walk steadily and with a purpose.”
— Charles Dickens