EXPERIENCE · GUIDANCE · DEDICATION
Left to right: Abby Atkins, Client Associate; Chad Lippert, CFP®, CWS®, CPFA, Senior Vice President, Financial Advisor; Bev Coop, Client Associate; Linda Buckman, Cashier, Receptionist.
Chad Lippert was Ranked #9 in the Forbes 2021 Best-In-State Wealth Advisors in Montana.
Welcome to our website. Thank you for taking the time to get to know us a little better. The achievement of financial objectives depends on a disciplined, integrated approach to managing each of the many facets of one's financial life. Lippert Wealth Management believes a client's investments, cash flow, insurance, debt, long-term financial retirement and estate plans should all align in a carefully constructed wealth management plan. Lippert Wealth Management knows the importance of having strategic partners to accomplish clients' comprehensive wealth plans. Through D.A. Davidson & Co., we partner with other professionals in wealth planning, retirement planning, investment management, estate planning and more. Please explore our website to learn more about our team and how we can help you and your family.
In the News:
November 13, 2020 - D.A. Davidson Market Report, Chad discusses Charitable Giving Options
October 30, 2020 - D.A. Davidson Market Report, Chad discusses Retirement & Gifting Limits for 2021
October 16, 2020 - D.A. Davidson Market Report, Chad explains Montana Medical Savings Accounts
August 24, 2020 - D.A. Davidson Market Report, Chad discusses recent IRS notices
April 10, 2020 - D.A. Davidson Market Report, Chad Discusses Details of CARES Act
March 27, 2020 - D.A. Davidson Market Report, Chad discusses buying during a Bear Market
August 9, 2019 - D.A. Davidson Market Report, Chad and daughter Ella discuss digital assets
December 23, 2018 - Lippert, Preston earn honors at D.A. Davidson
Lippert Receives Tom Scott Award for Leadership Excellence from Leadership Montana, April 2018
Acceptance Speech-Lippert Receives Tom Scott Award for Leadership Excellence, April 2018 - (video)
Lippert Recognized in Billings' Top “40 under Forty” List
Announcement from MSU: Chad Donates through the Montana Endowment Tax Credit
The Forbes ranking of Best-in-State Wealth Advisors, developed by SHOOK Research with data current as of the previous year of ranking, is based on an algorithm qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Rankings are based on the opinions of SHOOK Research and not indicative of future performance or representative of any one client's experience and do not ensure that a current or prospective client will experience a higher level of performance results. Such rankings should not be construed as an endorsement of the advisor. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Advisors can pay fees for licensing and marketing purposes. For more information and complete details on methodology, go to https://www.shookresearch.com/a-methodology.html. For a complete listing of rankings, click HERE and select Montana.