Products and Services offered

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.

Business Hours:
M-Th 9am-4pm, F 9am-5pm, Sa-Su Closed

Categories:
Financial Services,College Financial Planning Services,Investment advisory service,Stock Brokers,Stock & Bond Brokers

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