Request Information - Stack Financial Management

Please use the form below or call us at (406) 862-8000 to request more information. We will also email you a link to schedule a meeting with a member of our Wealth Management Team so we can answer any questions you may have.

Please note, our minimum opening balance is $750,000 in a single account or $1,000,000 in two accounts – provided neither account is less than $250,000.

For your security, do not provide private information such as account numbers or social security numbers in the comment section.

Preferred Salutation *

Name *

First

Last

Email *

How Do You Prefer To Receive Information About SFM? *

Both Email and Paper (via USPS Priority Mail)
Email Only

Address

Address Line 1

Address Line 2

City

State

Zip Code

Daytime Phone Number

Phone Type

How Did You Hear About Us? *

Comment or Message

Name

Important Notice