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  • Who We Are
    • About Us
    • Our Team
  • What We Do
    • Investment Offerings
    • Client Map
  • Why We Are Different
    • Philosophy
    • Portfolio Management
    • Culture
    • Recognition
  • Resource Center
    • Wealth Planning
    • Estate Planning
    • Investment Insights
    • Firm News
  • Contact Us
    • Request Information
    • Careers
  • Client Portal
  • Toggle website search
  • Form CRS/ADV
  • Important Disclosures

SFM Resource Center

Wealth Planning

2025 Tax-Related Information

Planning for Financial Wellness

2024 Tax-Related Information

Planning Beyond the Will Webcast

Recent Articles on Wealth Planning
More Articles

Estate Planning - 9 Part Series

Planning Beyond the Will Webcast

Steps to Take if Your Spouse Dies

Part 1: Planning Beyond the Will

Part 2: Emergency Contacts

Recent Articles on Estate Planning
More Articles

Investment Insights

The Next New Paradigm

The Index is Broken

Valuable Lessons for Safety-First Survival

Zach Jonson Live on CNBC

Recent Articles on Investments and Research
More Articles

Firm News

2025 Barron’s Top 1200 Financial Advisors

Forbes “Top Women Wealth Advisors Best-in-State”

Forbes 2024 List of America’s Top 250 RIA Firms

2024 CNBC Financial Advisor 100

News and Articles from the Firm
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Client Relationship Summary
ADV Part 2A
Privacy Policy
Important Disclosures
  • Telephone: 406-862-8000
  • E-Mail: sfm@stackfinancialmanagement.com
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