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Last updated: 1 month ago
A successful approach to investing!
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Financial Planning
,
Investment Services
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 Go to full description...
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Business hours
M-Th 9am-4pm, F 9am-5pm, Sa-Su Closed
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Additional business details
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