Investment Management

Focused investment strategies, tailored to your individual needs.

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Investments - Investment & Portfolio Management - LPL Financial, Office of James Rockwell & Zach Carothers

Focused Investment
Strategies

Whether you are looking to strategically invest your money, give your money, spend your money, save for college, buy a home, or save for retirement – we aim to be your financial partner along the way.

Investment Management Services

A personalized approach to investing. Built on Discipline, Integrity, and Gratitude.

Model Wealth Portfolios
(MWP)

Combining institutional access with a disciplined approach. Customized investment strategies for your unique goals.

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Strategic Asset Management
(SAM)

Focused investment strategies built around you. We use a highly consultative process to build your investment strategy and portfolio.

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Separately Managed Accounts
(SMAs)

Manager select combines several investment services into a custom-tailored wealth management platform.

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Guided Wealth Portfolios
(GWP)

Get the benefits of a personal financial advisor with sophisticated technology.

Optimum Model Portfolios
(OMP)

Access to professional money management at a low entry point.

For
Business

Explore workplace retirement plans.

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Contact Us!

Office of James Rockwell & Zach Carothers

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

What We Do
Company
Resources

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

‍The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Copyright 2024. All Rights Reserved. LPL Financial, Office of James Rockwell & Zach Carothers