Stockman Wealth Management

Services Offered

• Fee-based discretionary investment management
• Financial planning
• Retirement planning
• Investment guidance

About

Stockman Wealth Management (SWM) is a financial planning firm located in Glendive, Montana. Established in 2002, SWM operates as a SEC Registered Investment Advisor under a fiduciary standard. The firm specializes in fee-based discretionary investment management, catering to private individuals, charities, non-profit organizations, trusts, corporations, and municipal government entities. SWM is dedicated to helping clients achieve their unique financial goals through a service model built on strong client relationships.

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Business Information