Seasons Greetings from Stockman Wealth Management

For all of us here at Stockman Wealth Management (SWM), the best part of the Holiday season is reflecting on our communities and our valued clients. Thank you for the trust you place in us.

Many of you know, several years ago, SWM discontinued holding a company holiday party and stopped sending our clients physical gifts. Instead, we dedicated these funds to support Montana families in need. By being a client, you provided us with the opportunity to give back. It is not news to you that rising inflation caused struggles for families trying to survive and thrive in 2022. These efforts are needed more than ever. Taking time out from our busy work schedules, sharing camaraderie, and helping someone in need is extremely fulfilling.

Our Billings office teamed up with Youth Dynamics, Inc. and 17 kids in their program needed winter gear, toys, and clothes. Partnering with this wonderful organization alleviated the burden of families to provide gifts to their children so they could focus more on the necessities like food and basic utilities. The Billings crew shopped for everything locally, wrapped the gifts and delivered them to Youth Dynamics. They greatly appreciated the generosity given in your name.

The Helena office chose to partner with The Angel Fund. This nonprofit organization assists needy Helena School District children with clothing, shoes, school supplies, backpacks, and other scholastic necessities. They also offer Montana post-secondary scholarships to deserving local graduating seniors.

The Missoula office chose to work with the Watson's Children Shelter. Their mission is providing safety and stability to children and families through quality services and trauma­ informed care. These children are brought to the shelter for various reasons and are usually in familial crisis. Our office partnered with them to provide food, school supplies, blankets, toys, and most importantly, the ability to find a safe place to sleep--such an important mission for a time such as this.

In the Flathead market, Kary Meschke worked with The Salvation Army to provide a local family in need of clothes, food, school supplies, blankets, and toys. Their humble desires motivated us to give them a Christmas they will hopefully remember.

We are proud to show our communities we care about them and want them to thrive. You helped support them through your continued trust in us. We hope this brief letter gives you some holiday cheer that will last well into 2023.