New Clients

First Appointment

In our meetings we will learn about you and your financial objectives. We will also share with you our strategies and the services we provide as an investment firm. Our questions will be related to your career, family, goals, objectives, etc.

Note: BANDER Wealth Management recommends that you gather and/or review the following checklist of items prior to your first appointment.

At BANDER Wealth Management, one of the most important things to us is that you are in control of a customized portfolio that matches you. All too often, prospective clients have portfolios that are either too risky or do not reach the desired potential returns.

New Clients

We have included a processing schedule that can be used as a reference to help you understand our new client processes.

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

We have adopted policies and procedures designed to protect the information you provide us and to use it responsibly. We are committed to fulfilling the trust that is the foundation of your expectations. For your convenience we have provided our Privacy Policy.