Coffee Talk: Quarterly Report – Q2 2018

Bill Coffee

Bill Coffee, Chief Executive Officer, Stockman Bank

This year, Stockman Bank celebrates its 65th Anniversary!

There have been many changes in our state and the banking industry since we first opened our doors.

But not all has changed.  At Stockman Bank, our mission remains unchanged and strong: to serve all Montanans of every walk of life with a focus on creating long-standing relationships through integrity, expertise and results.

We live our mission every day by continually building and refining our products and services to meet the unique needs of our Montana customers and communities. A good example is Stockman Wealth Management.

When our customers started to ask us for assistance beyond traditional banking services, we knew we needed to find a way to help them achieve financial goals in all aspects of their lives.

So, we created Stockman Wealth Management to provide investment and financial planning services and help our clients build a pathway to a successful financial future.

If you think you don’t have enough wealth to benefit from Stockman Wealth, think again. Have you ever wondered or worried about having enough money for retirement, for college expenses or that vacation home you’ve always dreamed about?  Then you need to visit with our team at Stockman Wealth.

We’ll help you create and follow a financial roadmap uniquely designed for your long-term prosperity. Stockman’s approach is firmly based on a “client-first” philosophy.

Our talented team will work directly with you to guide you through a variety of financial solutions including retirement and estate planning. We make sure we understand your entire financial picture and then design a plan to meet your individual goals.

Stockman Wealth can assist you with managed investments as well. Our professional advisors can assist you to determine the proper investment plan and optimal mix of investment securities to allow you to reach your goals.

Then, we create an investment portfolio for you, customized to reflect your investment objectives and time horizons, while minimizing tax consequences and risk exposure. Our advisors manage and monitor your portfolio, always ensuring it remains aligned with your individual financial goals.

Since 2002, Stockman Wealth has provided individuals and families with a level of financial expertise and service that makes us a valued and trusted partner. If you are in need of investment and financial planning services, please contact us.

With locations around Montana, we have local professionals available to guide you every step of the way throughout your financial journey. High-quality decisions are easy when values are clear.

Our team is empowered to make local, independent decisions based on what is best for you, our client.  This has been our mission for our first 65 years and will continue to guide us into the future.

We thank you for being a part of the Stockman family and wish you a safe, fun-filled Montana summer!

Stockman Bank Wealth Management Disclosure

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