Perspective Wealth Partners (PWP) is a fee-only SEC-registered RIA, located in Boise, Idaho.

PWP offers clients a wealth management experience that allows them to relax and be confident in achieving their intentions. In tandem with a first-rate wealth management experience we are also purposeful about helping our clients live meaningful lives – thereby being a trusted thought-partner in non-financial areas.

As a fiduciary to our clients, PWP is legally obligated to provide investment portfolio management and financial planning in clients best interest without selling any products or receiving commissions.

PWP was founded in 2006. The firm serves about 175 households and manages $340MM in assets for our clients. 

We are deeply intentional about our internal culture and our way of being with clients.  Our core values center on caring, dedication, passion, curiosity, proactivity, purposefulness, integrity, candor, and work/life/community balance.

PWP offers competitive compensation including salary and bonus, 401(k), health insurance, and paid time off (PTO). For the successful candidate, we would offer a relocation allowance to offset moving expense.

PWP is an Equal Opportunity Employer. We support diversity in the workplace and embrace diversity in the clients we serve.