Chris and Alice:

█ [Chris] Hello, my name is Chris Sakas, [Alice] and I am Alice Marquardt, and we are the owners of PWMG located in the heart of Missoula, MT. █ [Chris] This video is the first of our new bi-monthly series that will discuss timely industry topics and provide market updates.

█ [Chris] PWMG is a client centric wholistic wealth management practice specializing in financial management. █ With over 30 years of combined expertise, we work together to bring our clients the absolute best experience. █ [Alice] Serving others and building trusted relationships is not just our mission, it is who we are as a team.

█[Chris] Now, let us meet the team!

Team Script (Cam, Sarah, Tom, Shannon)

Cam’s Script:

█ Hello! My name is Cam Humphrey, I am a Financial Advisor here at Pintler Wealth Management and have been a part of the team for 6 months. █ Outside of the office you can find me either on the golf course or on the river fly fishing.

█ I believe what makes Pintler Wealth Management unique is our ability to provide a financial relationship for all our clients that is based on trust … and that our team doesn’t just consist of humans but dogs too!

Sarah’s Script:

█ Hello! My name is Sarah Fosse, I am a Senior Registered Client Associate here at Pintler Wealth Management and have been a part of the team for 10 months. █ Outside the office, you can find me hiking the mountains outside of Missoula or spending time with my family at a local brewery’s.

█ I believe what makes Pintler unique is that our commitment to our clients is unmatched.

Shannon’s Script:

█ Hello! My name is Shannon Bell, I am a senior client associate.  █ I have been a part of the Pintler team for 8 years. Outside of the office you can find me exploring Montana with my family or chasing one of our three dogs.

█ I believe what makes Pintler Wealth Management Group unique is that we are friends inside and outside of the office. We camp, bike, fish, and enjoy each other’s families.

 

 

 

Tom’s Script:

█ Hello, My name is Tom Wozniak, and I am a Financial Advisor here at Pintler Wealth Management.  I have had the privilege of serving clients as their Financial Advisor for 28 years. █ Outside of the office I enjoy being outdoors hiking, mountain biking, skiing, playing tennis or spending time on the water with my family.

█ I believe what makes PWMG unique is our singular focus on our clients and building a customized financial strategy targeted to client’s needs and goals.

Chris and Alice:

█ [Chris] The Pintler name is based on a rugged and spectacular Montana wilderness and mountain range balanced across the continental divide area in southwestern Montana. █ It possesses some of the most beautiful valleys, alpine lakes, trout streams, and glacial moraines.

█ [Alice] Here at PWMG we are proud to be located in the heart of The Old Sawmill District in downtown Missoula Montana. █ Our doors are always open so come on by for a visit and enjoy the views Missoula has to offer.

█ (Show our views from the conference room)

 

 

Disclosure:

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), SIPC. Pintler Wealth Management Group is a separate entity from WFAFN.

Pintler Wealth Management Group

Investment and Insurance Products are:

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