The Robertson Stephens Boise office serves individuals and families across Idaho and throughout the US. As fiduciaries, we strive to transform the wealth management experience for our clients through our collaborative approach that incorporates both financial and non-financial decision-making to drive better financial outcomes. To help our clients accomplish their wealth management needs and goals, we have designed our practice around the combination of decades of planning and investment experience and partnerships with your family, attorneys, estate planners, and accountants to provide tailored wealth management strategies on an innovative and contemporary platform.

Erik is a Managing Director and Principal at Robertson Stephens. He works closely with clients' portfolio management needs and is committed to providing fully comprehensive wealth management solutions. Over the years Erik has sought to help high-net-worth families, charitable foundations and business owners navigate every corner of wealth preservation and growth. Erik earned a Bachelor of Science degree from the University of Oregon. A Seattle native, Erik has lived in the Sun Valley area since 1993, where he enjoys spending time with his wife Wendel and daughter Crosby, and the many things the Sawtooth Mountains have to offer.

Mountain West IRA is a self-directed IRA administrator that lets you invest retirement funds in alternative assets, real estate, promissory notes, private placements, precious metals, and cryptocurrency, all within a tax-advantaged account. Unlike traditional brokerages that limit you to stocks, bonds, and mutual funds, Mountain West IRA gives you the freedom to invest in what you know and understand best. Most transactions are processed within 3 business days, with an expedited 24-hour option available. Our team provides free educational resources, including webinars, how-to guides, and live workshops, to help you navigate IRS rules and prohibited transactions before you invest. Whether you're opening a Traditional IRA, Roth IRA, SEP, SIMPLE IRA, or Individual 401(k), Mountain West IRA serves as your record-keeper and administrator, not your financial advisor. You make the investment decisions, and we handle the paperwork and IRS reporting.

Our team includes financial advisors who are committed to placing clients first. The relationship begins with understanding your financial needs and tailoring a financial plan to address your specific goals. Our advisors then work to pair products and services to help you pursue those goals.

Business Management for multiple successful Companies, Web design and full Company operations, quality Business Investments with unbeatable Investments. Our goal is to provide world wide Customer to Our Customers & Our Companies Customers in the best Interests of Our Customers. We offer Investments for the Companies We manage with above the rest returns.