Our belief is that sitting across a desk from your advisor is a thing of the past. 

 Meeting with your advisor shouldn't feel like a trip to the principles office. Located in beautiful Coeur d'Alene at Harbor Plaza, our office is specifically designed to create a comfortable meeting environment.

 Cutting edge technology

Our "Power Room" offers technology that makes it easy for you to understand your strategy and gives you an interactive ability to learn and explore options.