Our Mission

Our mission is to help our clients live meaningful lives. We achieve this aim by taking a broad and comprehensive approach to wealth management.

Our clients rely on us to generate financial plans that match their goals and tailor investment portfolios that align with their plans. In addition, we coordinate a myriad of actions in financial areas such as tax planning, college savings, identifying insurance needs, effective charitable gifting, and concentrated stock planning, just to name a few.

Our clients tell us our comprehensive approach allows them to relax and be confident so that they can focus on living their lives.

Our Core Beliefs

Fiduciary Obligation

 

Our service model is built on being a Fiduciary to our clients, meaning we are required to act in your best interest and proactively identify and disclose conflict–always. Our fee structure is based on a percentage of assets under management. We charge no commissions, sell no proprietary products, and accept no compensation from anyone other than the client.

Investing Philosophy

 

We focus on investing, not speculating. Our clients know, or come to know, the difference. We eschew stock picking and market timing—what we call speculating—instead, we focus on investing by building portfolios using broadly diversified, low-cost, tax-efficient index funds in tailored allocations that align with each client’s financial plan.

Disciplined Process

 

We believe successful investing, and a successful investing experience is centered on process, not emotion. Our process starts with a plan and moves to a portfolio designed to support the plan. Over time we manage the portfolio with ongoing actions such as periodic rebalancing and tax-loss harvesting in an attempt to optimize return while ensuring the plan and portfolio remain aligned.

Portfolio Structure

We are long-term optimists: equity markets generally move higher over time as companies grow their earnings through human ingenuity and execution. At the same time, we are short-term cautious (not pessimists, just cautious) as markets can turn quickly and stay depressed for a while.

Our portfolio approach embodies both viewpoints: optimism and caution, such that near term capital needs are typically invested with a focus on safety, while longer term capital requirements are invested with a focus on growth.

Costs & After-Tax Returns

Costs play a big role in the net return of a portfolio. This includes costs to own investments, trade investments, and the tax costs of inefficient investments. We are obsessive about minimizing these costs on behalf of our clients to help maximize returns over time.

Your after-tax return is what you spend in retirement. With a CPA on staff, we are rigorous in optimizing your after-tax return, not just through your portfolio design, but also through strategic actions such as mega-after tax contributions to your 401K plan, Roth IRA conversions, deferred compensation evaluation, social security planning, and family gifting, to name a few.

How We Deliver on Our Core Beliefs

High-Touch Service

We communicate with our clients through periodic planning and portfolio reviews. However, when it comes to a big life event such as job change or home purchase, we might connect as many as 10 -20 times during a short stretch. If it’s financially related, we’re typically consulted, as we believe our coaching and expertise can add great value during these transitions.

Integrated Approach

Our integrated approach across investment advising and financial planning strives to align your financial plan with your investment portfolio. When you work with Perspective, no assets are left out of the conversation.

Legacy Planning

For a majority of our clients, we work with younger family members who are just beginning their financial journey. Effective financial decisions and saving during early work years has the largest impact on long-term financial security.

Education

We approach client conversations from the perspective of learning. It is our intention that clients come away from interactions with a better understanding and grasp of the topics of discussion. Most often this entails framing discussions in simple to understand concepts and terms.

Mobile App

Clients can stay abreast of their portfolio through a mobile app on their phone, making it super easy to view all assets, at any time – whether it be 401K accounts, IRA accounts, and education savings accounts.

Relax and be Confident

 

 

Meet Our Team

JAMES BAILEY
Founder & Financial Advisor

  • How I Help Clients Live Meaningful Lives: In three ways. First, by helping clients envision and discover the life they wish to live, today and in retirement, as well as the legacy impact they wish to have on their family and their community. Second, by creating the financial game plan and portfolio structure to support their unique vision so that they turn their attention to what matters most and worry less about their portfolio. Third, by being a life coach to clients as they navigate the ups and downs and seemingly never-ending threshold crossings in life.

  • How I Spend My Time Outside Perspective Wealth Partners: Enjoying nature with my wife and twin daughters. Fishing, running, and reading, as well as volunteering in the community with several non-profits including the YMCA and the Idaho Youth Ranch.

TRAVIS SCHAAT, CPA
Financial Advisor

  • How I Help Clients Live Meaningful Lives: I meet clients where they are and help them uncover what truly matters most. Together, we create a thoughtful and strategic plan designed to align their finances with their life goals. I believe financial peace of mind is priceless, and I strive to deliver that through a balance of professionalism, compassion, and clear communication. By paying attention to the small details that often make the biggest difference, I help clients stay informed, confident, and focused on what’s most important to them.
  • How I Spend My Time Outside Perspective Wealth Partners:My greatest joy comes from spending time with my wife and our three children. We love traveling together, cheering each other on in sports, and spending time outdoors. I’m grateful for fantastic family and friends who make every adventure more meaningful and something to look forward to. I also enjoy giving back to the community through coaching youth sports and volunteering wherever I can lend a hand.

TARA NEWTON, CFP®
Financial Advisor

  • How I Help Clients Live Meaningful Lives: Our innate desire in life is to spend the time we have on the things that bring us happiness and fulfillment, not on those creating discomfort. And for many, personal finances is often a big source of worry and stress. By identifying and understanding what matters most, building and implementing a tailored-financial plan to deliver on those goals, and forging a deep personal relationship along the way, my main objective is to bring clients peace of mind so that they can live life on their own terms, and not worry about everything outside of their control.
  • How I Spend My Time Outside Perspective Wealth Partners: Although we have no children yet, you can usually find my husband, Troy, and I spoiling our fur-child Beau (AKA our 10-year-old Labradoodle), spending time with close family and friends, binge watching the latest series on Netflix (or HBO or Peacock or whatever new streaming subscription), or traveling to new places. I also enjoy playing a competitive game of volleyball (if my knees agree to cooperate), getting a good sweat on at Orange Theory, trying to find out whodunit in the latest psychological thriller I am reading, and taking advantage of the growing food scene here in Boise.

HANNAH WEAVER, CPA, CFP®
Financial Advisor

  • How I Help Clients Live Meaningful Lives: To live a life of meaning may be a universal human aspiration, yet the path of actualization looks different for each of us. My goal is to free you from the burdens and complexities of financial life to allow you to focus on what truly matters to you. I am here to empower you through education and reduce your stress and anxiety. Life can be crazy. We help you plan for the unpredictable so that you feel confident on your unique path to a meaningful life.
  • How I Spend My Time Outside Perspective Wealth Partners: I’ll admit it – I’m professionally trained as a CPA, but also am a romantic. I was a ballerina in a past life. I currently spend my time reading novels that tug at your heartstrings, attempting to learn Argentine Tango, balancing budgets to the penny, and getting lost in the woods somewhere. Travel is important to me. Family is the most important. I’ve watched every Seinfeld episode more times than I’d like to admit. I’ve been told my spirit age is 75 and I’m at peace with that. A typical day for me is cooking great food, taking a barre class, and listening to music.

SKYLER EUBANK, CFP®
Financial Advisor

  • How I Help Clients Live Meaningful Lives: When life unfolds in different and unforeseen ways, or when we are faced with tough decisions, my job is to listen and to help align client capital to support the alternatives. I am proactive in my communication, open-minded, and am a strategic and trusted partner. I am committed to continuous education and being there for our clients in whatever shape that takes.
  • How I Spend My Time Outside Perspective Wealth Partners: As a former collegiate golfer, you will often find me on a golf course whenever the weather cooperates. When the weather doesn’t cooperate, I love watching movies and sports, trying new restaurants, traveling, and staying active.  Although I do not own any pets right now, someday I hope to rescue as many as I can – and yes, they should be treated as humans. 

DREW WAYMIRE
Financial Advisor

  • How I Help Clients Live Meaningful Lives: I help clients simplify their financial lives so they can focus on what brings true meaning to them. By listening carefully and understanding their goals, I bring clarity to complex decisions and build a plan tailored to their unique values and priorities. My goal is to help lighten the burden that money can cause and partner with the clients in their financial journey.
  • How I Spend My Time Outside Perspective Wealth Partners: Most of my time outside of work is spent outdoors with my wife Jackie. We enjoy golfing, skiing, hiking and walking on the Green Belt. If I’m not doing one of those I’m most likely spending time with my family, watching a new TV show, or reading. 

PAIGE MOON
Financial Advisor

  • How I Help Clients Live Meaningful Lives: A meaningful life looks different for everyone; I aim to help clients feel secure in their financial goals so they can focus on what brings them true fulfillment. My approach is built on trust, transparency, personalized guidance, and proactive communication, ensuring they feel supported every step of the way.
  • How I Spend My Time Outside Perspective Wealth Partners: Outside of work, I love spending quality time with my family, whether it’s sharing meals, playing pickleball, or just enjoying each other’s company. I also stay active with Pilates, which helps me stay balanced and energized. And when I want to unwind, you’ll find me in the kitchen, baking up something delicious, it’s both a creative outlet and a way to bring joy to others!

JUSTIN STODDARD
Financial Advisor

  • How I Help Clients Live Meaningful Lives: Ultimately, I strive to be a trusted partner for our clients, providing clarity and confidence by ensuring their financial game plan truly aligns with their goals. My approach begins with genuine curiosity and empathy, focusing on understanding what matters most to each client and why. I aim to remove the anxiety and complexity from personal finances and am committed to delivering excellent service so that our clients can spend more time with the people they love.
  • How I Spend My Time Outside Perspective Wealth Partners: I love exploring Idaho’s great outdoors with my wife, Kinzie, and our golden retriever, Seager. Whether it’s camping, backpacking, biking along the Boise Greenbelt, playing golf, or training for our next race, we love to be outside and active as often as we can. My favorite days are when I get the chance to travel somewhere new, attend a live show or sporting event, or find a new game to fuel my competitive spirit.

AARON LAVARIAS
Tax Lead

  • How I Help Clients Live Meaningful Lives: I fully understand that most people have neither the time, nor the inclination to follow federal and state tax policy updates. I also appreciate that tax planning and filings can be a confusing and anxiety-inducing fact of life. With that in mind, my goal is to add clarity to these difficult matters, so our clients can feel empowered to make shrewd, timely decisions. I endeavor to be a reliable source of knowledge and experience for our clients to assist them in achieving their financial goals in the most tax efficient manner possible. 
  • How I Spend My Time Outside Perspective Wealth Partners: Outside of PWP, you can usually find me chasing around my three kids or doing my best to get in some form of exercise. I am also slowly trying to improve my golf game, which is beginning to feel like a fool’s errand, but I’m going to continue giving it my best shot! My wife and I are also partial to the occasional Netflix true crime documentary when we can find the time.

REBEKAH ADAMS
Client Operations Manager

  • How I Help Clients Live Meaningful Lives: I partner with advisors to deliver comprehensive support wherever it’s needed, freeing them to focus fully on guiding clients’ financial well-being rather than operational details.  I strive to serve both clients and advisors by creating efficient processes that result in seamless administrative experiences.
  • How I Spend My Time Outside Perspective Wealth Partners: Most of my days are spent with my husband, David, and our pup, Friday. We often spend our free time outdoors—hiking, camping, kayaking, or playing pickleball—and trying out Boise’s many new restaurants. I also have a love for travel, experiencing new cultures, and spending quality time with friends and family. And when it’s time to unwind, you can usually find me rewatching The Office for the 100th time.

JULIE ALLEN
Client Services Associate

  • How I Help Clients Live Meaningful Lives: By being readily available to both you and your advisor to meet your needs and expectations. This allows me to provide excellent service so you can have peace of mind that all requests are being completed promptly.
  • How I Spend My Time Outside Perspective Wealth Partners: Most of my time is spent with my husband and our 2 boys. I am an avid baseball fan, and many weekends are spent watching my son play baseball. When not on the field I enjoy spending time baking, playing games and gardening. I also spend many hours walking our 2 dogs through our neighborhood.

BRADEN PARKINSON
Client Services Associate

  • How I Help Clients Live Meaningful Lives: My role is to support the behind-the-scenes processes that keep client financial plans running smoothly. By partnering with advisors and handling administrative details with accuracy and care, I help them focus more directly on guiding clients toward financial security. I am passionate about reducing the stress that money can create, and I feel called to this work because I believe peace of mind in finances allows people to pursue what matters most in their lives.
  • How I Spend My Time Outside Perspective Wealth Partners: I enjoy any activity that gets me outside and into the sun, with golf being a favorite — though I’ll never claim to be particularly good at it. I also love taking my paddleboard out on the water, playing pickleball, and hiking. When it comes to vacations, I often plan them around National Parks, since it’s a personal goal of mine to visit all 63. So far, I’ve explored 23 and can’t wait to see more.