2023 Five Star Professional Award for Wealth Management
John G. Adams, CFP® recognized as a
Five Star Professional Wealth Manager
2023 Big Bear Annual Charity Golf Tournament sponsor
Proud sponsor of the Big Bear Annual Golf Tournament supporting Newby-Ginnings
2022 Best Of Coeur d'Alene Award In Financial Planning
Firm received the best of Coeur d'Alene Award in the Financial Planning category
2022 Kootenai Health Charity Golf Tournament sponsor
Proud sponsor of the 33rd Annual Kootenai Health Foundation Charity Golf Tournament
2021 Ranked as one of the Largest Wealth Management Firms
Ranked as one of the Largest Wealth Management Firms by the Spokane Journal of Business
2021 Best Of Coeur d'Alene Award In Financial Planning
Firm received the best of Coeur d'Alene Award in the Financial Planning category
Spokane Journal of Business Debt Relief Article
Todd Halterman featured in Spokane Journal of Business discussing debt relief strategies in 2021
Feldon Adoption Raises over $20k for the Humane Society
Firm helped raise over $20,000 for the Kootenai Humane Society to save and rescue local animals
Wine & Whiskers Event Raises Funds for The Humane Society
Firm helped raise $1,218 through a Wine & Whiskers event for the Humane Society