C. Wilson Smith III

C. Wilson Smith III, J.D.

Financial Advisor

My Team

I take customer service very seriously. So does my staff. Our team helps families and businesses articulate their "vision," assess current progress, and design a written fincnail plan to achive thier goals.

We accomplish this by creating synergy amongst investments, savings, investments, risk management, legacy, and tax mitigation strategies.

Our clients find peace of mind in knowing trhat they are not alone as they face the financial challenges of the future.  Together, we stand committed to providing the best customer service possible.  If you need assistance at any time, please let us know, and we will be happy to help.


Megan Martin

Office 406-587-4254

Lindsay J Rudolph

Office 406-522-4742

Brittany M Blood

Office 406-587-4254

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck