Growing mid market R|W Investment Management serves families, businesses, and non-profit organizations with a fee-based financial planning and investment management model, signaling potential for expanded advisory services and cross-sell opportunities to closely-held businesses and high-net-worth families.

Compliance and credentials Advisors hold CFP and CFA designations and operate as a Registered Investment Adviser, which can be leveraged to engage larger institutions seeking credentialed fiduciary partners and enhanced governance in wealth management.

Regional roots to national reach Headquartered in Boise with nationwide service reach indicates potential to scale through regional expansion strategies, digital engagement, and remote advisory capabilities to attract clients outside Idaho.

Technology stack leverage Utilizes a modern tech stack including Salesforce, AWS, Google Cloud, Calendly, OneTrust, Matomo, Netlify, Vimeo, suggesting opportunities to upsell data analytics, secure client portals, and scalable client onboarding for growth.

Financial scale and opportunity Revenue in the mid-range of millions and an employee base of 11-50 positions the firm as a growth client for investments in outsourced operations, marketing services, and technology enhancements to support a broader client base.