Business Details
About
Financial PlannerFinancial PlanningFinancial ConsultantInvestment ServiceStock Broker
Stockman Wealth Management (SWM) was established in 2002 as a sister company to Stockman Bank and Stockman Insurance – all owned by Stockman Financial Corp.
SWM is a SEC Registered Investment Advisor. 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. Our focus is to help our clients achieve their unique financial goals, and our service model is built with client relationships as the foundation.
Details
- Wheelchair accessible entranceAvailable
Location
Hours
Frequently Asked Questions About Stockman Wealth Management
What services does Stockman Wealth Management offer?
Stockman Wealth Management offers investment advisory, financial planning, taxable accounts, IRAs, retirement planning, non-profit support, and cash management services.
Where is Stockman Wealth Management located?
Stockman Wealth Management is located at 3094 N Sanders Street, Helena, MT 59601, USA.
What are the business hours of Stockman Wealth Management?
Stockman Wealth Management is open Monday through Thursday from 9:00 AM to 4:00 PM, and Friday from 9:00 AM to 5:00 PM. They are closed on weekends and certain holidays.
Is Stockman Wealth Management wheelchair accessible?
Yes, Stockman Wealth Management has a wheelchair accessible entrance.
How can I contact Stockman Wealth Management via email?
You can contact Stockman Wealth Management by emailing helenaservice@stockmanbank.com.
What types of investment products does Stockman Wealth Management provide?
They provide stocks, bonds, investments, investment portfolios, equity, and income products.
Are there any nearby financial services related to Stockman Wealth Management?
Yes, nearby financial services include Stockman Bank, Dean Mogstad - Stockman Bank, Kristen McLaughlin - Stockman Bank, Katie Lawler - Stockman Bank, and Edward Jones - Financial Advisor: Roxanne Meury, which can support your financial planning and banking needs.
What dining options are nearby Stockman Wealth Management?
Nearby dining options include Papa Murphy's, Subway, Scenic Brew, Burger King, Panda Express, and Chipotle Mexican Grill, offering a variety of choices for a meal before or after your visit.
Are there recreational or wellness facilities near Stockman Wealth Management?
Yes, you can find Planet Fitness gyms, Luxury Nails and Spa, and Northwest Plastic Surgery Associates nearby for fitness and wellness services.
How can I learn more about Stockman Wealth Management online?
You can visit their website at https://wealthmanagement.stockmanbank.com/stockman-wealth-management-5f0ea8e7b4e7 or check their social media pages on LinkedIn, Facebook, Instagram (@stockmanofmontana), and YouTube.