Why Us

Why UsLauri Abeyta2022-10-20T00:55:35+00:00

Our vision is to offer an unparalleled and all-encompassing experience for everyone we serve. We will strive to provide the highest level of comprehensive financial services and we will always be there for those we serve, in the good times and the bad. If you are looking for a dedicated team of people who can help in every aspect of your financial life – you’ve come to the right place.

Our Mission

Our mission is to give our clients an exceptional experience as we constantly strive to improve ourselves and our abilities; all while creating a culture that is open, friendly, family-focused, and community centered.

Core Values

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Your Team • How We Help • Why Us

812 14th St N • 406-315-2627 • Contact Us

Big Sky Wealth Advisors (“Big Sky”) is an SEC registered investment adviser located in Great Falls, Montana. Registration as an investment adviser does not imply a certain level of skill or training. The publication of Big Sky’s web site on the Internet should not be construed by any consumer or prospective client as Big Sky’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.

Read Full Disclosure

Big Sky does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

Big Sky may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Big Sky’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, articles written by third parties, firm written newsletters and/or publications, and third-party links.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Big Sky) will be profitable or equal any historical performance level(s).

The opinions referenced on this website are as of the date of publication and are subject to change without notice or due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.

Access to this web site is provided for informational purposes only and without any warranties, expressed or implied, regarding the accuracy, completeness, timeliness, or results obtained from any information posted on this website or any third-party web site linked to this website.

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