Stockman Wealth Management

Services Offered

• fee-based discretionary investment management
• financial planning
• investment management

About

Stockman Wealth Management is a financial planning firm located in Whitefish, 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, profit sharing plans, corporations, banks, and municipal government entities. Their focus is on helping clients achieve their unique financial goals through strong client relationships.

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