Professional photo of the Wealth Management team

Our Story

 
Stockman Wealth Management (SWM) was established in 2002 as a sister company to Stockman Bank
and Stockman Insurance – all three of which are owned by Stockman Financial Corp.
 
Stockman Financial Corp. traces its roots back to 1953 when Mr. William Nefsy purchased a controlling interest in the Miles
City Bank in Miles City, Montana.
 
Since that time, through hard work and dedication to our clients and communities, Stockman Financial Corp. has grown into the largest privately owned bank in Montana.
 
SWM is a SEC Registered Investment Advisor (RIA). We operate under a fiduciary standard, engaging in fee based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit sharing plans, corporations, banks, and municipal government entities.

While our formal inception date was 2002, parts of our organization have been managing money for clients since the mid 1980s. We added financial planning in 2013 to help provide solutions to our clients’ with complex (sometimes multigenerational) planning needs.
 
Today, Stockman Wealth Management, while operationally independent, is an integral part of the Stockman Financial Corp. team. We compliment the bank locations with dedicated SWM employees located in Billings, Helena, and Missoula.

 
 
Contact Stockman Wealth Management to learn more!
 
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