Stockman Wealth Management Celebrates 20 Years!
This year marks a very special year for Stockman Wealth Management as we celebrate our 20th anniversary. 20 years ago, the world was, in many ways, very different from the one we live in now. For starters, social media, iPhones, and streaming video media did not exist. In 2002, the Euro was officially introduced in the Eurozone countries, and Stockman Wealth Management was created.
Celebrating the Journey
What began on July 18th, 2002 as a small firm with just three employees, has now grown to become the largest independent registered investment advisory firm in Montana, with 25 employees, and greater than $5 billion in assets under management. The roots of Stockman Wealth Management began when Stockman Financial acquired Investment Management Group based out of Livingston Montana in 2002. Stockman Wealth now has offices in six locations throughout the state, namely, Billings, Helena, Missoula, Kalispell, Bozeman, and Glendive.
Throughout this 20-year journey, Stockman Wealth Management guided clients through two recessions, six presidencies, a global pandemic, and countless other market-impacting events. Despite the challenges, opportunities, and changes each of these have brought, one thing has never changed; our passion in developing financial plans and investment portfolios to help clients meet their goals while paying particular attention to preservation of capital. The journey hasn’t always been easy. It takes discipline, passion, boldness and perseverance through all types of market conditions. We have always and always will be guided by a commitment to honesty, integrity, and character.
It's About the People
While our company has countless achievements and accomplishments to celebrate, it would not have been possible without the people that we are so fortunate to work with.
- To our clients: We are extraordinarily grateful to our clients who trusted in us to plan a path and walk beside them towards achieving their financial goals. Without the support and trust of our clients, we are nothing, and we do not take this for granted. Not only have you made us a part of your lives but you’ve also asked us reach out to your friends and family members in need of that same level of financial care.
- To our Stockman Financial Partners: Our success story remains incomplete without the support of our partners throughout the Stockman family of services, Stockman Bank and Stockman Insurance. Your support of our business and generosity in making referrals and introductions to prospective clients has been a very large part of our growth and we are eternally grateful. Thank you for trusting us for many years and making us a leader in our industry. We are honored to have your trust and will work tirelessly to continue to deserve it.
- To our Stockman Wealth Management Employees: And finally, we acknowledge the hard work and dedication of the Stockman Wealth Management staff for the relentless efforts in working to help our clients achieve their goals and objectives. Each of you directly contributed to our success along the way and we are deeply appreciative. It is also notable to highlight Karyn Sigler, who alongside myself was a founding employee of Stockman Wealth Management in 2002. As Operations Manager, Karyn oversees all the firm trading operations and is a key figure throughout the organization, providing consistency and continuity for our clients since inception. It is a fact that a quick conversation with Karyn immediately turns a tough day in to a pleasant one!
Looking to the Future
While we celebrate our success and those who have helped us get there, we are equally excited about the future of Stockman Wealth management. As we move forward into an interesting time of inflation and rising interest rates, our disciplined, consistent approach to conservative wealth management matters more than ever. Furthermore, despite our success, we know that we can’t rest on our laurels. To build on our success, we will continue to innovate and broaden our service and offerings to meet the needs of our clients in an ever-changing world.
As Stockman Wealth Management celebrates its 20th anniversary, let’s toast our customers, partners, and employees, who have helped us grow along the way. Here’s to many years to come!
- Ron O’Donnell
Chief Executive Officer
Stockman Wealth Management