Wealth Management

Stockman Wealth Management 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, Bozeman, Helena, Kalispell, and Missoula.


Personal Services

Our experts will guide you and your family to financial success this year through our financial planning services.

Business Services

Our financial experts will guide the financial plan for your business by quantifying and prioritizing your business' financial goals.

Preserving and Growing Your Wealth

Protect what you've earned and plan for the future by creating a path towards financial independence. It's the focus of everything we do.

Client Center

Access Your Account


Stockman Wealth Portal Charles Schwab Portal

ADV Part 2A | Form CRS


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.