Sophisticated wealth management to serve your individual needs

The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your wealth, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized wealth management experience tailored to you.

Raymond James Veterans Who Lead

Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

RAYMOND JAMES ANNOUNCES

EAGLE, ID. - With the endorsement of the team’s founders, Bill and Eltiena Campbell, Patrick Courtright has proudly announced the inclusion of Joe Peterson as a partner, updating the team’s name to Campbell Courtright Peterson group of Raymond James. This name change recognizes Joe Peterson’s hard work, leadership, and the profound impact he has on our team and clients.

Since joining the Campbell Courtright Group of Raymond James in 2018, Joe Peterson has excelled in his role, contributing significantly to the firm’s growth and client satisfaction. He has been instrumental in developing innovative financial strategies and solutions tailored to the unique needs of his clients. Joe’s genuine passion for finance and the retirement journey, combined with the understanding of the impact of his decisions, has been invaluable.

Campbell Courtright Peterson Group is an experienced team of advisors who serve retirement plans, institutional, and individual clients throughout the US.

OUTCOMES DRIVEN BY A COMPREHENSIVE PROCESS Over many years, Campbell Courtright Peterson Group has refined a process designed to support both individuals and plan sponsors in fulfilling fiduciary responsibilities, maximizing resources, and, most importantly, helping people retire with dignity.

Boise Office
950 W Bannock St
Suite 700
Boise, ID 83702

Eagle Office
729 S Bridgeway Place
Eagle, ID 83616

Twin Falls Office
205 Shoshone St North
Suite 205
Twin Falls, ID 83301

Patrick Courtright, AIF^®, CRPS^®

Managing Director

Joseph Peterson, CPFA, AIF^®

Associate Vice President

Ruby de Boer

Practice Business Coordinator

Joe Farris, CFP^®

Financial Advisor

Kaelynn Bennett

Client Service Associate

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Unique solutions for business owners and entrepreneurs.

Niches

Nurturing wealth so you can live a longer, better life.

Niches

The essence of investment management is the management of risks, not the management of returns.

Benjamin Graham

Sophisticated wealth management to serve your individual needs

Dynamic thinking makes a difference

Visionary strategists aligned with you

Success belongs to a class of its own

Impeccable attention to every detail

Business Owners

Retirees