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Estep, Hope, and Weber Capital Management |
Hours: Mon-Friday 7:30am-5:00pm Phone: 406-830-3289
Fax: 406-830-3291 Street: 432 W Spruce Ste 102
City: Missoula
State: Montana
Zip Code: 59802 Contact: Susan Estep Website: www.estephopeweber.wfadv.com Email:
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| | About Estep, Hope, and Weber Capital Management:
We are an independent financial services practice offering clients an array of investment, retirement, insurance and estate planning services. Our specialties include socially responsible investing, customized portfolio management and the integration of charitable giving in an estate plan. We are knowlegeable and accessible, offiering decades of financial and securities industry experience in a comfortable, hometown setting.
Sustainable Practices, Products, & Services:
We obtain all office products and services from locally owned businesses. We buy recycled products whenever possible. We recycle all paper products. We frequently walk, bus or cycle to work. We practice engery efficiency through programable thermostats. We provide a loving home for two hard-to-adopt cats from the Humane Society of Western Montana.
Important Dates & Facts: Awards & Achievements:
Co-chair of socially responsible investement education circle for Woman Donor\'s Network, a national progressive philanthropic membership organization. Award for Economic Empowerment of Women. Board Member of Women's Voices for the Earth. Board Member for Living Art of Montana. YWCA National Finance Committee Member. YWCA Table Captain. Six Sigma Black Belt.
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