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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 dispersed client base. We currently oversee more than
$1.2 billion in assets for 767 households located in all 50 states.

Stack Financial Management Map

Please review Important Disclosure Information

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