Perspective Wealth Partners, LLC

Rebekah Adams is a financial advisor at Perspective Wealth Partners, LLC in Boise, ID, with four years of industry experience. She holds a Series 65 designation and 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. The firm provides investment management, financial and advanced planning, and employee stock option planning, using a written Investment Policy Statement and a structured indexing-oriented approach that includes diversified asset allocation and fundamental analysis.

Skyler Eubank is a financial advisor at Perspective Wealth Partners, LLC with three years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates Inc. and Bank of America, N.A. prior to joining Perspective Wealth Partners. Perspective Wealth Partners serves individuals, including high-net-worth clients, as well as 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 tailored to each client and employs a structured indexing-oriented approach with diversified asset allocation.

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 with one year of industry experience. She holds a Series 65 designation. Her prior work includes roles at Goldman Sachs, Nordstrom, and various positions during her time at the University of Utah. 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 employs a structured indexing-oriented approach with tailored Investment Policy Statements and emphasizes a non-discretionary management style requiring client approval before trades are executed.

Hannah Spillman is a CFP® with seven years of industry experience, currently serving at Perspective Wealth Partners, LLC since 2023. Her prior work includes roles at Dimensional Fund Advisors and Ernst & Young. Perspective Wealth Partners serves high-net-worth individuals, trusts, estates, and charitable organizations, providing investment management, financial planning, and advanced planning services. The firm uses a written Investment Policy Statement tailored to each client and employs a structured indexing-oriented approach with fundamental analysis and diversified asset allocation, typically operating on a non-discretionary basis requiring client approval before trades.

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.