Stockman Wealth Management

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Financial Consultant·Today: 9:00 AM to 5:00 PM·Glendive, MT

204 W Bell

Glendive, MT 59330

(406) 377-1009

Website iconwealthmanagement.stockmanbank.com


A successful approach to investing!

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About this business

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.

Products and Services

Investment Advisory Financial Planning Taxable Accounts IRAs Individual Retirement Accounts Retirement Non-Profit Cash Management Retirement Planning Stocks, Bonds, Investments, Investment Portfolio, Equity, Income


glendiveservice@stockmanbank.com
Mon 9:00 AM to 4:00 PM
Tue 9:00 AM to 4:00 PM
Wed 9:00 AM to 4:00 PM
Thu 9:00 AM to 4:00 PM
Fri 9:00 AM to 5:00 PM
Sat Closed
Sun Closed

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