Your Tax-Smart Wealth Advisors

We want to build relationships that last with our valued clients.

BANDER Wealth Management is an independent, locally owned, full-service investment firm. We advise clients throughout the western United States and provide comprehensive financial services with an individualized focus on small business owners, retirees, and professionals.

Through a broad array of investments, services, and technology, our financial consultants have the flexibility to choose the right tools that will work for you in today’s ever-changing financial climate. We are committed to helping you achieve your financial goals and objectives.

Financial Planning Consultation

A consultation with a financial professional can help point you in the right direction and help you to know what steps are necessary to reach your financial objectives. We have a formalized process for making financial decisions and investments. We will share with you our tools and strategies for making better financial decisions. You can receive a complimentary consultation today by calling and referencing our website.

Social Security Analysis

One of the most common questions from clients is when they should start their Social Security benefit? If they should file a restricted benefit, delay or file a spousal benefit? The differences of when you file for Social Security can be astounding. Contact our office today for a complimentary Social Security analysis. We will help you to determine the strategy that best fits your needs. This will help you as you make decisions about retirement and better plan for your future.

Testimonials

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What Is An Accredited Investor?

An accredited investor is a person or entity that is allowed to participate in investments not registered with the SEC. Accredited investors are typically high-net-worth individuals or companies.

An individual accredited investor is someone who:

  • Has earned income of more than $200,000 individually or $300,000 jointly in each of the last two years and reasonably expects to earn the same for the current year.
  • Has a net worth over $1million, either individually or together with a spouse excluding the value of a primary residence.

Office Locations

idaho-falls-office
810 Pancheri Drive
Idaho Falls, Idaho 83402
(208) 542-0166

Mon-Fri 9 AM-5 PM
Sat-Sun by Appointment

boise-office
2006 S Eagle Road
Meridian, Idaho 83642
(208) 287-9433

Mon-Fri 9 AM-5 PM
Sat-Sun by Appointment

denver-office
4600 S Syracuse Street
9th Floor
Denver, Colorado 80237
(855) 226-3374

Mon-Fri 9 AM-5 PM
Sat-Sun by Appointment

Have a Question? Contact Our Office

Contact us today to learn more about how our wide range of financial services can help you.