Lake surrounded by changing trees north east of Seeley Lake.

Welcome to Wealth Management

Customized Investment and Financial Planning Solutions

Experience a different kind of Advisory Relationship

The goal of wealth management is to help create and follow a financial road map to grow long-term wealth while minimizing risk and preserving capital. Since 2002, we have provided individuals and families with a level of financial expertise and service that we believe makes us a valued and trusted partner. We are conveniently located 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