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Monday 9am - 5:30pm Tuesday 9am - 5:30pm Wednesday 9am - 5:30pm Thursday 9am - 5:30pm Friday 9am - 5:30pm

East Idaho Wealth Management

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United States
Idaho Falls, ID
East Idaho Wealth Management

Third party posts on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which we are registered to do business, visit eastidahowealthmanagement.com.

Address

865 S. Woodruff Avenue
Idaho Falls, ID
83403

Opening Hours

Monday	9am - 5:30pm
Tuesday	9am - 5:30pm
Wednesday	9am - 5:30pm
Thursday	9am - 5:30pm
Friday	9am - 5:30pm

Telephone

+12085352817

Website

http://www.eastidahowealthmanagement.com/

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Our Mission Statement

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

For a list of states in which I am/we are registered to do business, please visit http://www.eastidahowealthmanagement.com.

Our Philosophy

Dealing with the market volatility and economic changes throughout the world can be overwhelming. Our disciplined approach of diversified investing and regular ongoing reviews helps our clients maximize return potential. In addition, this helps investors avoid making emotionally based decisions that often cost them unnecessary losses.

Just as each investor is different, we recognize our frequency in contacting you to review your investments should be based on your needs. At a minimum, we will send you an annual letter inviting you to review your goals, risk tolerance, and investment account.

We believe in building a diversified portfolio based on three important criteria:

Risk Tolerance

Investment Time Frame

Financial Objective

Our Service Pledge

We Commit to Providing the Highest Level of Service by:

Ensuring that your best interests are well represented, protected and never compromised. Providing honest, knowledgeable advice to our clients.

Communicating with you and keeping you fully informed.

Responding promptly to your phone calls, and e-mails.

Representing you in the same way that we would want to be represented.

Our Core Values

Integrity: Integrity is doing the right thing, even when no one is watching - C.S. Lewis

Knowledge: An investment in knowledge pays the best interest - Benjamin Franklin

Respect: Respect your fellow Human Being, treat them fairly,...work together for a common goal, and help one another ... - Bill Bradley

Teamwork: Alone we can do so little; Together we can do so much - Helen Keller

There is no guarantee that a diversified portfolio will eenhance overall returns or outperfrom a non-diversified portfolio. Diversification does not protect against market risk. Investing involves risk including loss of principal.