Intermountain Wealth Management

Intermountain Wealth Management 'Likes' should not be considered a positive reflection of the investment advisory services offered by Intermountain Wealth Management.

Intermountain Wealth Management (IWM) is a Registered Investment Advisor (RIA). We are a “fee only” advisor and are different from most advisors in the financial industry. As an RIA we are held to a fiduciary standard of care for each client, which is different than many other advisors. We must put the best interests of our clients ahead of our interests. As risk managers, we do not subscribe to a

“buy and hold” philosophy. We believe there are times to increase our investment in stocks and there are times to reduce our stock exposure and move more to bonds and safer conservative investments. When risk is unacceptably high, we take protective action to reduce risk. We use the Hurricane Indicator™ to guide us through the storms of the stock market, helping to avoid potential large losses in client’s accounts. If the storm occurs, we have protected ourselves from the full force of the storm. If the storm doesn’t happen, then we move back into the market.

Your financial plan isn't a "set it and forget it" strategy — life events, market shifts, and tax law changes all requir...
05/19/2026

Your financial plan isn't a "set it and forget it" strategy — life events, market shifts, and tax law changes all require regular adjustments to keep your wealth on track. When did you last sit down with your advisor for a full financial review?

Regular financial reviews ensure your plan stays aligned with life changes, market shifts, and tax updates—keeping your wealth strategy on course.

Your financial plan shouldn't look the same at 25 as it does at 55 — from building an emergency fund in your early caree...
05/07/2026

Your financial plan shouldn't look the same at 25 as it does at 55 — from building an emergency fund in your early career to optimizing withdrawals in retirement, every stage of life calls for a different strategy. Where are you in your financial journey, and does your plan reflect where you're headed?

Learn how tailored financial planning can help you navigate every life stage with confidence and ensure your wealth strategy evolves as your needs change.

05/07/2026

Address

101 Park Avenue, Suite 204
Idaho Falls, ID
83402

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm

Website

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