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Stockman Asset Management now Stockman Wealth Management


Last updated 2/2/2017 at 7:06pm

Press release

Stockman Asset Management, an independent Registered Investment Advisor and one of the leading providers in Montana of integrated wealth management solutions has changed its name to Stockman Wealth Management.

The change was enacted to better describe the company’s stated “client-first” service philosophy, detailed financial planning services and investment management focus.  Stockman Wealth Management now offers these services with locations in Billings, Helena, Missoula, and Conrad.

“We began in 2002 as a specialized asset manager, working with a wide range of clients in need of conservative bond and blue-chip stock portfolio management strategies.” said Ron O’Donnell, CEO and president of Stockman Wealth Management. “Just like Stockman Bank, our company has always focused on earning trust through exemplary service and building long-term client relationships. As those trusted relationships deepen, clients naturally look to us for assistance in areas of their financial lives beyond asset management (such as estate and retirement planning). To meet these evolving needs we focused our company growth strategies on adding individuals, financial planning services, technology, and new physical locations that support a wider range of wealth management services. We now employ professionals across four locations to help serve clients statewide.”

Wealth management is the process of combining comprehensive financial planning with investment management services to create customized strategies — i.e. a financial road map — for individuals, businesses, institutions, and non-profit organizations. The goal of wealth management is to help clients create and follow this financial road map to preserve and grow their long-term wealth.

Stockman Wealth Management is a wholly owned subsidiary of Stockman Financial Corp. and was founded in 2002. The firm has over $2.6 billion in total assets and serves hundreds of investor relationships.

For more information about Stockman Wealth Management, call 406-655-3960 or visit http://www.stockmanbank.com.


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