Individuals & Families

Focused investment strategies aligned with your values and goals.

Focused Investment Strategies

Our investment strategy is tailored to your individual (family) needs. We are dedicated to crafting a portfolio aligned with your long-term goals.

Whether you're already a seasoned investor or just starting out - we have the tools and dedication to meet you where you're at.

Our Process

Simplify Your Life

Your Values. Your Goals. Your Investments. Our Partnership.

Retirement
Planning

Retirement can seem complicated. Our goal is simple - empower you to embrace financial confidence and unlock the path to a life truly well-lived.

Investment
Management

Pursue your short and long-term goals with a custom-tailored investment strategy designed around you and your values.
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Education
Planning

Supporting a child's education is a very rewarding process, if done correctly. Explore the various benefits and how you can make a difference.
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Charitable
Giving

There are a variety of benefits and tax incentives to charitable giving. Learn more about how you can create a plan focused around charitable giving.

Let's Talk →

Contact Us!

106 W Main Street, Suite 2, Grangeville, ID 83530

(208) 983-3027

Office of James Rockwell & Zach Carothers

106 West Main Street, Suite 2,
Grangeville, ID 83530
(208) 983-3027