Next Level Wealth Planning

Grangeville, Idaho

James Rockwell and Zach Carothers operate a financial advisory practice in Grangeville, Idaho, affiliated with LPL Financial. They provide financial planning and investment management services through a structured process beginning with a discovery meeting, followed by personalized plan development and ongoing review. Their service areas include retirement planning, tax planning, estate planning, cash flow analysis, risk management, and goals-based saving strategies. The firm works with goal-oriented individuals and families seeking integrated financial guidance.

Boise, Idaho

Gull Wealth Management is a Boise-based firm offering financial planning, investment management, retirement planning, and insurance analysis to local and remote clients. The firm employs a structured planning process that begins with goal-setting, moves through detailed exploration and plan development, and includes ongoing adjustments as circumstances evolve. Their approach emphasizes understanding client priorities, addressing tax efficiency in portfolio construction, and protecting against income disruption through comprehensive analysis.

Boise, Idaho

Perennial Financial Services is a multi-state financial advisory firm based in Boise, Idaho, operating with more than 40 advisors across 9 states and affiliated with LPL Financial. The firm holds itself to a fiduciary standard for advisory clients and provides services including wealth management, strategy development, and retirement planning guidance. The firm emphasizes customized planning that considers individual risk tolerance and financial objectives, supported by advisors with diverse professional backgrounds and expertise.

Priest River, Idaho

Elizabeth Glazier operates as a financial advisor affiliated with LPL Financial in Priest River, Idaho, holding Series 7, Series 66, and life and variable insurance licenses. She offers retirement planning, education savings strategies, income planning, life insurance, and debt payoff services. Her stated approach emphasizes acting as a financial partner aligned with clients' interests. She is active in local community organizations including the Priest River Chamber of Commerce and Rotary Club.