We offer a broad range of services, including retirement planning, investment management, tax-efficient strategies, estate planning, and personalized financial advice tailored to meet your goals.

The first step is to schedule an initial consultation where we will discuss your financial goals, current situation, and how we can work together to achieve them.

A fiduciary financial advisor is legally required to act in your best interest, providing unbiased advice.

We work with clients across various stages of their financial journey. Whether you're just starting to invest or managing significant assets, we tailor our services to fit your needs.

We typically meet with clients quarterly or biannually, but we can adjust based on your preferences and any changes in your financial situation.

Our approach is based on long-term planning, diversification, and understanding your individual risk tolerance to help you meet your financial goals.

We use a data-driven, diversified approach, focusing on your risk tolerance, time horizon, and goals. We also consider tax implications and review performance with you.

Yes, we specialize in retirement planning, including helping you determine how much to save, optimizing investment strategies, and creating sustainable income streams for retirement.

While no strategy eliminates risk, we focus on diversification, regular portfolio reviews, and rebalancing to help minimize exposure during volatile market conditions.

While we don’t draft legal documents, we collaborate with estate attorneys and provide resources to help implement estate plans tailored to your needs.

Yes, we evaluate your current insurance coverage, recommend any changes or additions, and help integrate insurance into your overall financial strategy.

A will dictates how your assets are distributed after death, while a trust allows for more control over asset distribution, possibly avoiding probate and minimizing taxes.

We are compensated through a transparent fee structure, either by a percentage of assets under management, a commission, or a flat fee, depending on the service.

No, we believe in complete transparency. All fees are clearly outlined during our initial consultation and reviewed regularly.

As fiduciary advisors, we do not often receive commissions and you will be notified if you will be charged this way. Our recommendations are based solely on what is best for you.

We are available via phone, email, and video conferencing.

Life changes are part of the process, and we meet to adjust your financial plan to reflect new circumstances, whether it’s a career shift, family change, or unexpected event.

You can access your account through our secure online client portal, where you can review your financial plan, track investments, and communicate with us.

At Rockwood Stone Wealth Management, we believe financial planning is more than just numbers—it’s about people, families, and the legacies they build. As fiduciary advisors, we put your financial well-being first, offering transparent guidance tailored to your goals. Our deep roots in Idaho mean we understand the unique needs of our community, and we take pride in building lasting relationships, not just portfolios.

And because we know that family includes more than just humans, we welcome your furry friends at our office! We’re proud dog lovers here, and we always keep treats on hand for our four-legged visitors. Whether we're helping you navigate major life transitions or celebrating milestones, we’re by your side—because to us, financial planning is personal.

Absolutely! We encourage clients to involve their spouse, children, or other important family members in the planning process so everyone can stay informed and engaged in their financial goals. And if your furry friends want to tag along, they’re always welcome—we love meeting them and have treats ready!