Stockman Wealth Management Celebrates 20 Years!
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!
Read Full ArticlePTA President and Beyond
How does a Texas girl who arrives in Montana in 1984 with plenty of sandals and sundresses survive a season she’d never experienced – winter – and go on to become the Managing Director of our Billings Wealth Management group?
Read Full ArticlePlanning Ahead: Willful Thinking
Let’s address the more personal side: your life, family, and stuff, and who will take care of it. You’ll need to ask yourself some questions, do a life inventory, and think about who you really trust.
Read Full ArticlePlanning Ahead: Where There Is A Will
Understanding the process and putting a plan together, leads us to the topic of a will.
Read Full ArticlePlanning Ahead: An Estate Planning Blog Series
This is the first posting in a new blog series from Stockman Wealth Management (SWM) on estate planning, the process of planning for passing assets on to loved ones.
Read Full ArticleQuestions to Ask When Choosing Your Financial Advisor
We all have a need to build our wealth. By this, we mean saving for retirement, college, and investments. Our group is here to help you achieve your personal financial goals and objectives.
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