“Top investment firm in
- Idaho Business Review
“Highly recommended advisor for women investors, 2021”
Helping You Ride Into Retirement
WE ARE DIFFERENT BECAUSE
We are always fiduciaries
We are required by law to always act in your best interest
We build a portfolio just for you
We take a comprehensive approach to planning & designing investments customized for you
Your costs are simple and transparent
We never earn commissions or hidden fees on your investments
We avoid conflicts of interest
We never recommend proprietary investments
Inaugural ICON Award
Raymond James Leadership Award
University of Idaho Jim Lyle Award
Women's Choice Award
Idaho Business Review Top Financial Planner Award
Our Approach Sets Us Apart
We are different because our approach to communicating with you and designing your investments are different.
We take a comprehensive, financial planning approach with every client. We consider your income, taxes, family makeup, insurance, inheritance, estate plan and more. We feel its the only way to design your investments.
Proper portfolio construction requires more than just a risk-tolerance questionnaire. There are many considerations in designing a portfolio for you. We take time to make sure we have information to select investments to meet your goals. We include income sources - such as Social Security, pension or rental income - as well as business / real estate interests.
In addition, we’re also able to provide a range of client services in-house, including tax preparation, insurance and estate planning. This means we can handle your needs from advice to implementation in every area of your financial life.
How WE Work
How They Work
We are fiduciaries, legally bound to always act in your best interest.
They are not fiduciaries. They are NOT required to act in your best interest.
We do not use proprietary products. We build a portfolio based solely on your needs.
They sell proprietary products even if it’s not best for you.
We have a simple, transparent cost structure determined by the amount of your assets.
Your investments may be subject to hidden fees, revenue sharing, and commissions.
We offer comprehensive services, including financial planning, estate planning, investment management, tax services, etc.
Additional services are farmed out to partners with a kickback to the referring firm.
We include a specialized financial advisor, an attorney, and a CPA.
Your team may not have the experience your wealth requires.
We Wrote a Book on Local
Women Business Leaders
Learn More About Some of Their Inspirational Stories