Listed In: Financial Planning Consultants, Financial Planning Firms, Investment Services Firms
Stockman Wealth Management (SWM) was established in 2002 as a sister company to Stockman Bank and Stockman Insurance – all owned by Stockman Financial Corp. SWM is a SEC Registered Investment Advisor. We operate under a fiduciary standard, engaging in fee-based discretionary investment management… Stockman Wealth Management (SWM) was established in 2002 as a sister company to Stockman Bank and Stockman Insurance – all owned by Stockman Financial Corp. SWM is a SEC Registered Investment Advisor. We operate under a fiduciary standard, engaging in fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit sharing plans, corporations, banks, and municipal government entities. Our focus is to help our clients achieve their unique financial goals, and our service model is built with client relationships as the foundation. Read more
Business Hours
M-Tu 9am-4pm, W Closed, Th 9am-4pm, F 9am-5pm, Sa-Su Closed
Services
Investment Advisory, Financial Planning, Taxable Accounts, IRAs, Individual Retirement Accounts, Retirement, Non-Profit, Cash Management, Retirement Planning
bozemanservice@stockmanbank.com
1433 N 19th Avenue, Bozeman, MT (1 Km Away)
1174 Stoneridge Dr., Suite 205, Bozeman, MT (1 Km Away)
1174 Stoneridge Drive, Suite 205, Bozeman, MT (1 Km Away)