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About
Kimberly L. Jaques, CFP® serves as a Principal and Wealth Advisor at R|W Investment Management in Eagle, Idaho, where she provides comprehensive wealth management and financial advisory services for high net worth individuals and families. In her role, she focuses on tailored investment strategies, financial planning, and guiding clients toward long-term financial security.
With over 30 years of experience in the investment management industry, Kimberly specializes in advising clients on a full range of asset classes—spanning equities, fixed income, and alternative investments. Her practice emphasizes holistic wealth advisory, integrating retirement planning, portfolio management, and strategic asset allocation for her clients.
Kimberly holds a degree in Finance from Boise State University and is a Certified Financial Planner™ professional, reflecting her commitment to industry standards and ongoing education. Her notable achievements include a long-standing track record of leadership within the Idaho financial community, recognized for her client-centered approach and her contributions to elevating fiduciary standards in the region.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| R|W Investment Management | Principal | Apr 2017 to Present | I strive to help our clients feel secure about their future. As a Certified Financial Planner™ 1 professional, I advocate for a comprehensive approach to simplifying your financial decisions. I believ... |
Education
Boise State University
Finance
1988 — 1995