The WSJ Group is a team of experienced financial advisors based in Missoula, MT, dedicated to helping clients achieve their long-term financial goals. With a focus on retirement income planning and asset allocation, they provide personalized strategies tailored to each client's needs.
Led by Senior Vice Presidents David Slote and Todd Johnson, both graduates of the University of Montana with degrees in Business Administration, the WSJ Group brings over 40 years of financial expertise to their clients. They emphasize a holistic approach to financial planning, including comprehensive asset and liability management, and are committed to serving their community through involvement in organizations such as Kiwanis International and Rotary International.
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