General Info

Your experience working with us will likely be very different than other firms. We treat you as a partner, more than as a client. You will have an experienced wealth management advisor as your day-to-day contact, one who will always be available to discuss changes to your goals, investment strategies, answer your questions, and be by your side. We took a broken system and completely turned it on its ear. Our unique financial planning led approach considers income, tax brackets, retirement goals, estate plans, and current assets to create a holistic plan completely customized for you. That is how we became one of the top independent wealth management firms in Idaho, focusing on women (and men) preparing for retirement.