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Investment Advisory

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Experience a Different Kind of Advisory Relationship

Since 2002, Stockman Wealth Management has provided individuals and families with a level of financial expertise and service that we believe has made us a valued and trusted partner.

Financial planning allows Stockman Wealth Management to provide the followings solutions to complex (sometimes multi-generational) planning needs: 
  • Constant, customized account monitoring and communication
  • Professionals that hold the Certified Financial Planner (CFP®) designation
  • Disciplined, consistent approach to conservative wealth management with a focus on preservation of capital and creating a roadmap that will help clients journey toward their financial goals
  • Qualified custodian platforms provided through Charles Schwab and TD Ameritrade

The Stockman Wealth Management Advantage

As a Registered Investment Adviser (RIA), we provide clients with a number of important benefits:

  • Greater Independence – Since we’re not part of a brokerage firm with in-house products and services to sell, we are able to provide clients with objective guidance on which investments will best meet their needs.
  • Interests Aligned With Yours – Our compensation is based on a percentage of assets under management, which makes our success directly linked to that of our clients.
  • Accountability – We are registered with the US Securities and Exchange Commission (SEC) and regulated by the Investment Advisers Act of 1940; thus have a fiduciary duty to act in the best interest of our clients.
  • Focus - We manage accounts in a discretionary manner. Our professional advisers help clients determine the proper investment plan and resulting mix of investment securities to help reach clients’ goals. Then, the Adviser has the discretion to create, monitor, and manage the portfolio for the client, placing trades only as needed to keep the portfolio in line with those client-created goals.
  • Experience and Qualifications – We bring proven expertise to every client relationship. We have been around since 2002, and every portfolio manager of our team has a Series 65 license and/or the CFA or CFP® certification.

Contact Us to learn more about Investment Advisory Services.

Stockman Wealth Management is a federally Registered Investment Adviser. This website is solely for informational purposes and should not be viewed as advice or recommendations. Past performance is not a guarantee of future results. Stockman Wealth Management is an independent, wholly owned subsidiary of Stockman Financial Corp. and affiliate to Stockman Bank.

Not FDIC Insured, Not Bank Guaranteed, May Lose Value