Stockman Wealth Management logo
100 E Wooden Shoe Lane, Manhattan, Montana, 59741
(406) 284-3100
A successful approach to investing!
Finance & Insurance > Financial Planning & Investments
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.
At Stockman Wealth Management, our focus is to help our clients achieve their unique financial goals, and our service model is built with client relationships as the foundation.
Monday:
9:00am
to 4:00pm
Tuesday:
9:00am
to 4:00pm
Wednesday:
9:00am
to 4:00pm
Thursday:
9:00am
to 4:00pm
Friday:
9:00am
to 5:00pm
Tags: investments, financial planning, retirement planning, retirement, stocks, bonds, portfolio, investment portfolio, cash management, IRA, equity, income, wealth, wealth management, stock, stockbroker, financial advisor, capital
Products: Stocks, Bonds, Investments, Investment Portfolio, Equity, Income
Services: Investment Advisory, Financial Planning, Taxable Accounts, IRAs, Individual Retirement Accounts, Retirement, Non-Profit, Cash Management, Retirement Planning
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