Shane Boehm is a Certified Wealth Strategist® and Accredited Investment Fiduciary® professional and Senior Wealth Advisor with Raymond James, bringing over 25 years of experience to his role working with bank clients.
His methods center around a philosophy of long-term growth and preservation of wealth. His objective is to help his clients through financial planning and setting goals appropriate to their lifestyles. It is in this way that customized financial strategies are created to help pursue the individual goals of each client.
Shane commits to understanding his clients’ complete financial picture when developing their wealth management plan. Because each client’s goals and objectives are different, each plan must be custom designed to pursue the goals and dreams his clients envision. His four boys are grown and out of the house, which has streamlined his coaching passion to his clients’ financial needs.
Shane is a graduate of VUSC and has completed Wharton Executive Education training at The Wharton School. He resides in the Spokane area with his wife and two Boston Terriers.