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money management

Stack Financial Management
2472 Birch Glen, Suite A
Whitefish, MT 59937
Toll Free: 800-790-5001
Fax: 800-798-6889
E-mail Us

 

Client Map

Stack Financial Management serves a geographically disperse client base. We currently oversee $500 million in assets for over 400 households located in 46 states.

Stack Financial Management Map


Investments reside at an independent custodial institution. The client maintains free and clear ownership of portfolio assets at all times.
sfm@stackfinancialmanagement.com