Stockman Wealth Management

Stockman Wealth Management
A successful approach to investing!

6588 Highway 93 South
Whitefish, MT 59937
M-Th 9am-4pm, F 9am-5pm, Sa-Su Closed

Monday: 
9:00 am – 4:00 pm
Tuesday: 
9:00 am – 4:00 pm
Wednesday: 
9:00 am – 4:00 pm
Thursday: 
9:00 am – 4:00 pm
Friday: 
9:00 am – 5:00 pm
Saturday:  Closed
Sunday:  Closed

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.

Services

Investment Advisory
Financial Planning
Taxable Accounts
IRAs
Individual Retirement Accounts
Retirement
Non-Profit
Cash Management
Retirement Planning