Big Horn Sheep over looking the Rocky Mountain Front

Welcome to Wealth Management

white silhouette of a mountain range

Experience a different kind of Advisory Relationship

The goal of wealth management for business is to help create and follow a financial road map to grow long-term wealth while minimizing risk and preserving capital. Since 2002, Stockman Wealth Management has provided businesses with a level of financial expertise and service that we believe has made us a valued and trusted partner. We are located in four Montana cities to better serve you.
Current clients of Stockman Wealth Management may login to their accounts through their dedicated custodian websites by using the buttons below.

Charles Schwab  • Institutional TD Ameritrade

Allow us to partner with you 

Our clear, comprehensive process allows you to define your goals. Together we develop appropriate recommendations for a financial plan and conservative investment solutions that are customized to meet your specific financial objectives.

Meet Our Wealth Management Team • Financial Plan Considerations
Newsletter • Financial Calculators and Tools • Form ADV Disclosure Brochure

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