Perspective Wealth Partners, LLC

Rebekah Adams is a financial advisor at Perspective Wealth Partners, LLC with a Series 65 credential and four years of industry experience. She previously worked at Johnson, Glaze & Co., PC and JGC Wealth Management LLC. Perspective Wealth Partners serves individuals, including high-net-worth clients, as well as trusts, estates, and charitable organizations by providing investment management, financial planning, and advanced planning services. The firm emphasizes a written Investment Policy Statement, fundamental analysis, diversified asset allocation, and a structured indexing-oriented approach, with portfolios monitored and rebalanced as needed.

Skyler Eubank is a financial advisor at Perspective Wealth Partners, LLC in Boise, ID, holding a Series 66 designation with three years of industry experience. His prior experience includes roles at Raymond James & Associates, Bank of America, and The Club at Spurwing. Perspective Wealth Partners serves individuals, including high-net-worth clients, trusts, estates, and charitable organizations, providing investment management, financial planning, advanced planning, and employee stock option planning. The firm emphasizes a structured indexing-oriented investment approach with tailored Investment Policy Statements and offers tax preparation services through an affiliated accounting entity.

Tara Newton is a financial advisor with Perspective Wealth Partners, LLC in Boise, ID, holding a Series 65 designation and four years of industry experience. Prior to joining Perspective Wealth Partners in 2022, she worked at HP, Inc. for ten years. Perspective Wealth Partners serves individuals, including high-net-worth clients, trusts, estates, and charitable organizations, offering investment management, financial planning, and specialized planning services such as employee stock option planning. The firm uses client-specific Investment Policy Statements and a structured indexing approach focused on diversification and fundamental analysis, with a non-discretionary trading model and affiliation with a tax preparation service.

Paige Moon is a financial advisor at Perspective Wealth Partners, LLC, holding a Series 65 designation with less than one year of industry experience. Prior to joining Perspective Wealth Partners, Paige worked at several companies including Goldman Sachs and Nordstroms. Outside of finance, Paige has experience in various service and retail roles. Perspective Wealth Partners serves individuals, trusts, estates, and charitable organizations by providing investment management, financial planning, advanced planning, and employee stock option planning. The firm uses a written Investment Policy Statement for each client and employs a fundamental analysis and disciplined, indexing-oriented approach with diversified asset allocation.

Hannah Weaver is a CFP® and holds a Series 66 license with six years of industry experience. She currently works at Perspective Wealth Partners, LLC and previously held roles at Dimensional Fund Advisors and Ernst & Young. Perspective Wealth Partners serves individuals, including high-net-worth clients, as well as trusts, estates, and charitable organizations, offering investment management, financial planning, advanced planning, and employee stock option planning. The firm uses a written Investment Policy Statement tailored to each client and implements portfolios with fundamental analysis, diversified asset allocation, and a structured indexing approach.

Andrew Waymire is a financial advisor at Perspective Wealth Partners, LLC in Boise, ID, holding a Series 65 designation. He has one year of industry experience, previously working at True North Advisors and having roles at Baylor University and a Christian high school prior to his advisory career. Perspective Wealth Partners serves individuals, including high-net-worth clients, as well as trusts, estates, and charitable organizations, offering investment management, financial planning, and advanced planning services. The firm emphasizes a written Investment Policy Statement and employs a diversified, indexing-oriented approach with fundamental analysis, while managing assets primarily on a non-discretionary basis.

Travis Schaat is a Series 65 licensed advisor with seven years of industry experience, currently with Perspective Wealth Partners, LLC since 2018. He previously worked at Schaat Financial Solutions and Athlos Academies. Schaat is also a licensed Certified Public Accountant in Idaho. Perspective Wealth Partners serves individuals, including high-net-worth clients, as well as trusts, estates, and charitable organizations, offering investment management, financial planning, and specialized planning services. The firm employs a documented, diversified investment approach with an emphasis on small-cap, value, and emerging markets exposures, and is notable for its predominantly non-discretionary management model and affiliation with an affiliated tax preparation entity.

James Bailey is a financial advisor with Perspective Wealth Partners, LLC in Boise, ID, holding a Series 65 designation and 19 years of industry experience. He has been with Perspective Wealth Partners since 2006. Perspective Wealth Partners serves individuals, trusts, estates, and charitable organizations by providing investment management, financial planning, advanced planning, and employee stock option planning. The firm emphasizes a documented investment policy tailored to each client, using fundamental analysis, diversified asset allocation, and a structured indexing approach, with portfolios typically managed on a non-discretionary basis.

Justin Stoddard is a financial advisor at Perspective Wealth Partners, LLC in Boise, ID. He holds a Series 65 designation and has experience spanning roles at Clearwater Analytics and Cradlepoint before joining the firm in 2025. Perspective Wealth Partners serves individuals, trusts, estates, and charitable organizations, offering investment management, financial planning, and specialized services such as employee stock option planning. The firm employs a written Investment Policy Statement for each client and uses a structured indexing-oriented approach, emphasizing diversified asset allocation and fundamental analysis.