Loveless Wealth Management, LLC

Resources
12 Common Mistakes
Defining Objectives
Cutting the Confusion
Choosing an Advisor
Why a CFA?
Manage. Relationship
Evaluate Performance

Our Firm

Loveless Wealth Management, LLC provides investment management services for individuals and institutional investors. We also provide comprehensive financial planning to individuals, families and small businesses.
We are a Fee-only Advisor.

Donald S. Loveless CFA™ CFP®

Mr. Loveless is the President and founder of Independent Investors, Inc which manages assets for individuals, companies, trusts and charitable institutions valued at over $80 million in approximately 250 accounts. Mr. Loveless typically manages portfolios first by asset allocation then by weighting different economic sectors within each asset class. He concentrates in pre- and post-retirement planning, investment management, tax planning, estate planning, and planning charitable giving.

Mr. Loveless, born in 1957, received a Bachelors degree in Business Finance [and Economics/Political Science] from the University of Montana at Missoula, Montana in 1981. He completed the requirements of the CFA Institute and is a Chartered Financial Analyst™ Charterholder. He also completed the coursework and requirements for the Certified Financial Planner® [CFP] designation given by the College for Financial Planning in Denver, Colorado. Mr. Loveless founded the predecessor firm to Loveless Wealth Management, LLC in 1983, and incorporated and registered with the Securities and Exchange Commission [SEC] in 1987 as a Registered Investment Advisor.

Mr. Loveless resides in Billings, Montana with his wife and likes to fly fish, boat, hike, camp and read in his off time.

Whom Do We Advise?

We advise those who can profit from our knowledge, experience and independence.
Our clients include:

Individuals and their families
Retirement Accounts & Pension Plans
Trusts
Foundations and Endowments
Estates
Small Businesses
Charitable organizations

Each client relationship is unique, typically involving on-going investment management and/or comprehensive financial planning. This relationship is designed to assist our clients in generating income, increasing the value of their assets, providing for retirement, minimizing income and estate tax liability and dealing with issues of risk protection and management.