Free Wealth Management Guide 8 Threats To Portfolio Performance | Page 6

Chris Nolt is the owner of Solid Rock Wealth Management and Solid Rock Realty Advisors, LLC, located in Bozeman, Montana. Solid Rock Wealth Management is an independent, fee-based wealth management firm that provides investment consulting plus other wealth management services for high net worth individuals and families. Solid Rock Wealth Management uses a comprehensive planning approach with a team of financial professionals which addresses retirement planning, investment planning, estate planning, tax planning, risk management, wealth preservation and other components. Solid Rock Realty Advisors, LLC assists investors who are seeking secure income producing real estate investments. We specialize in office buildings leased to the U.S. Federal Government and primarily work with investors who are purchasing properties through a 1031 tax-deferred exchange. For the acquisition and management of these properties, we have teamed up with two national firms who for the last 18 years have focused exclusively on the U.S. Federal Government Agency real estate market. Chris grew up in Lewistown, Montana and received a Bachelors degree in business from Montana State University in 1987. Chris entered the financial services industry in 1989 and for the last 24 years has been helping people with their investment, retirement and estate planning needs. Chris is passionate about helping people grow and preserve their wealth and he has built many long lasting relationships over the years with his sincere educational approach. He has earned the designations of Certified Retirement Financial Advisor, Certified Senior Advisor and Life Underwriter Training Council Fellow. He holds series 7, 66 and 24 securities licenses, as well as a Montana insurance license and a Montana real estate license. An avid outdoorsman and devoted Christian, Chris lives in Bozeman. For more information or to request other Wealth Guides, call 406-582-1264 or send an e-mail to: [email protected]. Solid Rock Wealth Management and Solid Rock Realty Advisors, LLC 2020 Charlotte Street, Bozeman, MT 59718 • 406-582-1264 www.solidrockwealth.com www.solidrockproperty.com Sec urities and advisory services offered through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. Member FINRA/SIPC. Solid Rock Wealth Management and Solid Rock Realty Advisors, LLC are not affiliated entities of Independent Financial Group, LLC. 76