Stockman Wealth Management
6588 Highway 93 South, Whitefish, Montana 59937
(406) 863-7900
A successful approach to investing!
Stockman Wealth Management Business Information
- Name:
- Stockman Wealth Management
- Address:
- 6588 Highway 93 South
- City:
- Whitefish
- State:
- Montana, US
- Zip Code:
- 59937
- Telephone:
- (406) 863-7900
- Fax:
- n/a
- Website URL:
- click here
- Facebook:
- https://www.facebook.com/stockmanofmontana
- Twitter:
- n/a
- Categories:
- Financial Advisory Services
Financial Planning Consultants
Investments - Hours:
- M Closed, Tu-Th 9am-4pm, F 9am-5pm, Sa-Su Closed
- Services:
Cash Management, Financial Planning, IRAs, Individual Retirement Accounts, Investment Advisory, Non-Profit, Retirement, Retirement Planning, Taxable Accounts - Products:
Bonds, Equity, Income, Investment Portfolio, Investments, Stocks - Brands:
n/a - Coordinates:
- 48.400176, -114.336175
- Accepted Payment:
About Stockman Wealth 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.
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