Stockman Asset Management, an independent Registered Investment Advisor (RIA) and a provider of integrated wealth management solutions has changed its name to Stockman Wealth Management. The change was enacted to better describe the company’s “client-first” service philosophy, detailed financial planning services and investment management focus. Stockman Wealth Management offers services 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.” stated 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 organiza-tions. The goal of wealth management is to help clients create and follow this financial road map to preserve and grow their long-term wealth.
- Category: Montana Business
- Written by Press Room
- Hits: 491