Estep, Hope & Weber Capital Management, Inc.

Estep, Hope and Weber Capital Management, Inc. is an independent financial services practice located in Missoula, Montana. We offer clients a broad array of investment, retirement, insurance* and estate planning services**. We also offer access to banking services through affiliates. Our specialties include customized portfolio management, socially responsible investing, and estate planning integrated with charitable giving. Our financial strategies are based on our clients' individual needs and preferences.

 

We are knowledgeable and accessible, offering you decades of financial and securities industry experience in a comfortable, hometown setting.

 

Please explore our website as it offers account access, and a wide variety of useful information, including market data, calculators, articles, a portfolio tracker, and more. We would also like to invite you to visit us at our office at 432 West Spruce Street. 

  

At Estep, Hope and Weber Capital Management, Inc., we’re here to not only help you pursue your financial goals, but to help you achieve them.

 

We look forward to seeing you soon.

 

*Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Wells Fargo Advisors Financial Network, LLC is a separate non-bank affiliate of Wells Fargo & Company.

 

**Estep, Hope and Weber Capital Management, Inc. and Wells Fargo Advisors Financial Network do not provide tax or legal advice. However, we would be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →