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About Perspective Wealth Partners
Perspective Wealth Partners (PWP) is dedicated to enhancing the quality of life for its clients. This Boise-based SEC-registered RIA takes a holistic approach to wealth management, serving as a trusted partner in both financial and non-financial aspects of their clients' lives.
PWP's comprehensive services include crafting financial plans tailored to individual goals, aligning investment portfolios with these plans, and addressing various financial areas such as tax planning, insurance needs, charitable giving, and more. By offering a team of experts rather than a single advisor, they ensure clients have access to the specific knowledge they need at any given time.
As a fee-only fiduciary, PWP places clients' best interests at the forefront, free from product sales or commissions. Their focus on value creation is reflected in an impressive client Net Promoter Score (NPS) averaging 94.
PWP's philosophy centers on being a fiduciary, investing wisely with a focus on client goals, and maintaining a disciplined process to optimize returns. Their approach combines optimism for the long term with caution for the short term, ensuring both safety and growth.
Pricing options
Regulatory filings
Areas of specialty
- Wealth Management
- Financial Planning
- Tax Planning
- Charitable Giving
More about Perspective Wealth Partners
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 140330 | 5 |
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