Stockman Wealth Management

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.

Whether you are saving for a new car or reevaluating your retirement portfolio, it’s important to choose a trusted wealth planning firm that provides expert guidance to their clients. The experienced financial advisors at Cornerstone Wealth Management Partners in Kalispell, MT, are committed to choosing investment strategies that help you meet your unique financial goals. When you meet with their team, you are working with professionals who will help you achieve a strong financial future. The team at Cornerstone Wealth Management Partners is dedicated to protecting and growing their clients’ assets

At Granite Peak Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Kalispell, MT area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.