Financial Advisors
Nampa, ID
Roundstone Wealth Management is an independent financial advisory firm serving the Nampa area and surrounding communities. They provide comprehensive wealth management services including investment management, retirement planning, and personalized financial strategies designed to help clients build and preserve wealth. Their team takes a consultative approach to understand each client's unique financial goals and circumstances.
Ideal for: Mid-to-high net worth individuals, Pre-retirees and retirees, Business owners, Families seeking comprehensive wealth strategies
Service area: Nampa, ID and surrounding areas
Independent Advisor: As an independent firm, Roundstone is not tied to any large financial institution, allowing them to provide objective advice aligned with client interests rather than proprietary products.
Comprehensive Planning Approach: They address multiple aspects of financial life including investments, retirement, and long-term wealth strategies rather than focusing on a single service.
Address: 16132 N High Desert St, Nampa, ID 83687
Phone: (208) 461-6800
Website: roundstonewealth.com
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