Families & Individuals
R|W is a fee-based financial planning and investment management firm headquartered in Boise, Idaho and serving families nationwide. Our advisors hold the Certified Financial Planner™ designation and the Chartered Financial Analyst® charter and serve as trusted stewards to help you preserve and grow your wealth.
Are We Right for You?
How We Help You
In the world of financial services there are many potential conflicts of interest, you need a financial advisor you can trust. At R|W, we are completely independent, we only answer to you. We don’t sell products or accept commissions. So you’re never at risk of being ‘sold’ anything.
Instead, we listen to you. We go beyond a basic fiduciary standard to act as a trusted steward of your family’s financial life. This means we are there with you through life’s events, good and bad, to help you avoid the common financial mistakes that set people back.
We guide you through it all with objective and unbiased advice, navigating volatile financial markets along the way. With regular ongoing communication we help you make the right decisions when it matters the most…so you can relax, live your life, and achieve your dreams.
Becoming a Client
Our Approach – Experience the Difference
Planning & Advice
Assess Your Needs and Goals
Develop a Comprehensive Strategy
Coordinate With Your CPA and Estate Attorney
Redefining Investment Advice
Independent Investment Selection
Optimal Asset Allocation
Full Global Diversification
Investment Management Disciplined Rebalancing
Cash Flow Management
Full Transparency of All Fees and Expenses
What We Do for Our Clients Every Day
What We Offer
A Cup of Coffee and a Second Opinion
Volatile and confusing markets can cause even the most patient investors to question the wisdom of the investment plan that they’ve been following. At R|W Investment Management, we’ve seen a lot of difficult markets come and go. And we can empathize with people who find the current environment troublesome and disturbing. We’d like to help, if we can, and to that end, here’s what we offer:
A cup of coffee, and a second opinion.
By appointment, you’re welcome to come in and sit with us for a while. We’ll ask you to outline your financial goals—what your investment portfolio is intended to do for you. Then we’ll review the portfolio for and with you. If we think your investments continue to be well-suited to your long-term goals, we’ll gladly tell you so and send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals, we’ll explain why, in plain English. And, if you like, we’ll recommend some alternatives.
Either way, the coffee is on us.