Our Success Is Defined by Your Confidence.

Your Purpose Is Our Priority.
What Are Your Priorities?

Patrick O'Leary Wealth Management does more than just manage your investments – we help you achieve your purpose. We provide simple steps and actionable ideas to help you meet your goals, so you can live life intentionally.

At Patrick O'Leary Wealth Management, we are honored to be your partner, providing you with trusted advice through life's key moments.

Meet Our Team

The Strength Of Advice

Our Services

D.A. Davidson provides a broad range of financial advisory services tailored to your evolving financial needs.

Strategic Financial Planning

A financial plan can turn your vision into clear objectives and an efficient plan of action. Let us help you reach your goals.

Education Planning

Setting up your child for success is a worthwhile investment. We help to ensure they have the necessary resources to pursue their dreams.

Caring for Loved Ones

We help you navigate the complexities of caring for a family member.

Estate and Tax Planning

We collaborate to make sure your legacy endures in a way that honors the people and organizations you hold dear.

Wealth & Estate Planning

You’ve worked hard to build your wealth—now let’s ensure it’s protected with a thoughtful estate plan that secures your legacy and provides for your loved ones.

Portfolio Management

We take a comprehensive approach to portfolio management, ensuring your assets are strategically aligned with your goals and priorities.

Send Us a Message

Let's Connect

We provide the knowledge and resources of a leading financial advisory practice where your needs come first. Your short- and long-term goals are our main priority and the focus of everything we do. Take the first step to building a financial strategy that’s right for your specific situation. Please use the form to contact us.

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Patrick O'Leary Wealth Management - Hart Albin Building

208 N 28th Street,
Suite 100
Billings, MT 59101

(406) 247-2524

[email protected]