Stockman Wealth Management
1433 N 19th Avenue, Bozeman, MT, 59718

Business Financial Services, Business Brokers, Investment Securities

Yext

Hours
Monday 09:00 am 04:00 pm
Tuesday 09:00 am 04:00 pm
Wednesday 09:00 am 04:00 pm
Thursday 09:00 am 04:00 pm
Friday 09:00 am 05:00 pm

Description

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.

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