
Kimberly Jaques
Principal & Wealth Advisor
RW Investment Management
United States, Idaho, Boise
About Me
When I entered the financial services industry, I knew I wanted to help people. But it was only after I began working directly with clients that I realized my strengths — planning, clarity, and focus — aligned perfectly with their goals. Now, it’s my honor to put these skills to work every day for our clients’ financial futures. Over the years, I’ve learned my most important role is to facilitate tough conversations about money. That process starts with creating a safe, non-judgmental listening space for everyone involved so they feel at ease talking about topics that can be personal. As a Certified Financial Planner™, I approach every challenge with a can-do attitude that keeps the focus on
Profile Information
Principal & Wealth Advisor
RW Investment Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Boise
Idaho
United States
May 16, 2024
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