We build
diversified portfolios
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lifelong relationships
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retirement plans
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trust
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tax planning strategies
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confidence in your future
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charitable giving strategies

Wealth Management

- Retirement Planning

- Sudden Wealth

- Active Management

- Custom Portfolio Building

Tax Strategies

- Income Tax Planning

- Capital Gains Planning

- Charitable Giving & Donations

- Trust & Generational Wealth

Personalized Planning

- ESOP Participant Planning

- Retirement Income Planning

- Business Succession Planning

- Social Security Planning

Contact Us

1025 South Bridgeway Place | #200 | Eagle, ID, 83616

Phone: 208.991.9390

Office Hours

Mon - Fri: 7:30 am to 4:00 pm

National Holidays: Office Closed

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed.

Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site.

Contact your local Raymond James office for information and availability. 

RJ Corporate Privacy Notice.  | RJ Legal Disclosures

Securities offered through Raymond James Financial Services, Inc.,  member FINRA / SIPC, marketed as Bridgeway Wealth Services, LLC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Bridgeway Wealth Services, LLC is separately owned and operated and not independently registered as broker dealer or investment adviser.  

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.