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About Us Practical Financial Advice You Can Count On

Give your financial health the professional care it needs.

Give your financial health the professional care it needs.

We bring more than 50 years of combined experience across public accounting, investment management, small business ownership, real estate, and alternative investments. This multidisciplinary background enables us to provide integrated financial guidance that aligns tax efficiency, portfolio management, and long-term wealth planning.

Our independence sets us apart.

Fieldview Wealth Management was built on a simple principle: advice should be objective, disciplined, and aligned with the client. As an independent firm affiliated with Osaic, we maintain full autonomy over the strategies we design and the investments we select. We are not constrained by proprietary products, internal quotas, or centralized mandates, allowing us to structure portfolios and planning strategies entirely around your goals. Osaic provides operational support and compliance oversight while we retain full discretion over client strategy and relationship management, delivering both the stability of a national platform and the flexibility of a locally managed advisory practice.

Our Affiliation with Osaic

Fieldview Wealth Management is affiliated with Osaic, a national wealth management network that provides institutional infrastructure to independent advisory firms. Through this affiliation, we have access to comprehensive compliance oversight, advanced technology platforms, custodial relationships, and a broad investment marketplace.

This partnership strengthens our operational capabilities while preserving our independence. We retain full discretion over planning strategy, portfolio construction, and client relationships, combining objective advice with the scale, resources, and stability of a national organization.

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Meet the Team

We work closely with our clients to deliver thoughtful guidance, clear communication, and consistent oversight at every stage of life.

Neal Kohtz

Neal Kohtz

Founder, Senior Partner, Personal Financial Specialist and Certified Public Accountant

(406) 551-6300

Take the First Step Today

Every sound financial plan begins with clarity. Let’s start with a conversation about your goals, your priorities, and the strategy required to support them.

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