Investment Management Group

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Stockman Wealth Management | Stockman Bank Skip to main content Skip to main content Investments offered through Stockman Wealth Management and insurance products offered through Stockman Insurance are not FDIC insured, are not bank guaranteed, and may lose value. Wealth Management Stockman Wealth Management is a SEC Registered Investment Advisor (RIA). 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. While our formal inception date was 2002, parts of our organization have been managing money for clients since the mid 1980s. We added financial planning in 2013 to help provide solutions to our clients’ with complex (sometimes multigenerational) planning needs. Today, Stockman Wealth Management, while operationally independent, is an integral part of the Stockman Financial Corp. team. We compliment the bank locations with dedicated SWM employees located in Billings, Bozeman, Helena, Kalispell, and Missoula. Personal Services Our experts will guide you and your family to financial success this year through our financial planning services. Business Services Our financial experts will guide the financial plan for your business by quantifying and prioritizing your business' financial goals. '> Preserving and Growing Your Wealth Protect what you've earned and plan for the future by creating

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