What Sets Us Apart
Different From The Industry Norm
Over the years, the Wood Tarver team has grown, as has our group of clients and their families. We cherish the relationships fostered since our founding and look forward to providing support to you and our community for years to come.
While transforming Wall Street is not in our immediate reach, we can provide an oasis for investors seeking a customized, relationship-oriented experience in Boise, Idaho. Unlike other firms, the core of our work is fueled by a sense of purpose.
How They Work
NOT required to act in your best interest
Sell proprietary products, even if it’s not best for you
Hidden fees, kickbacks, and commissions
No coordination with your CPA or Attorney
How We Work
- We are fiduciaries, legally bound to always act in your best interest.
We do not use proprietary products.
A simple, transparent cost structure.
Ongoing communication with your CPA and attorney on changes to your plan.
We Utilize a Planning-Driven Process
A successful financial plan mirrors your life plans and ambitions. Our process involves coming to understand these overarching goals and aligning every aspect of your wealth with them.
Considering You as a Partner
We treat and view you as more than a client. Working with us means we embrace you as a partner and part of our Wood Tarver family. You’ll have an advisor on call to answer your questions and walk through financial challenges — together.
Your Needs Are Our Focus
As fiduciaries, our team is held to a high standard of integrity. We do not recommend proprietary investments, nor do we earn commissions or hidden fees. Your best interest is our unwavering commitment.
Contributing to Our Community
As mission-oriented individuals, our team and clients aim to make a positive difference. With a pay-it-forward mindset, together we amplify change through actions such as matching donations and hosting food drives.
At Wood Tarver, we strive to offer you
$350K – $750K
Private Wealth Management
$750K – $2MM
The History Of Wood Tarver
Learn where we came from