Practice Pros

You should know that we’re here to help medical practices succeed in Boise, ID. We combine the services of an accounting firm with business development solutions.

You can trust us with your medical practice accounting, management and development projects.

Gwen Swain

Gwen understands that in this competitive market you deserve a lender who is ready and willing to work overtime to make your experience as stress-free and smooth as possible. Her team is available to work on your mortgage by phone, text, Facebook messenger, and email – even after hours and on weekends. From applying for a loan to closing on your home, they deliver five-star concierge service every step of the way.

As a top producing mortgage professional, in 2018, she was awarded the title of “Boise’s Best Lender” through the “Best of The Treasure Valley” poll. She was runner-up for the Leukemia and Lymphoma Society’s 2019 Woman of the Year, and in the 3rd quarter of 2019, Gwen originated the most mortgages in Southern Idaho through Idaho Housing and Finance.

Legacy Wealth Management

As a Registered Investment Advisor (RIA), we are required to act as fiduciaries. We act at all times for the sole benefit and interest of their clients.

An RIA:
  • Has a fiduciary duty to you. Our advisers must put your interests ahead of their own.
  • Is required to recommend what we believe are the best choices for you, not just suitable stocks or mutual funds.
  • Must, by law, disclose all income sources, possible conflicts of interest, qualifications as an advisor, and any disciplinary history to you — even if you didn’t ask for this information.
  • Must clearly disclose if we are no longer acting as an adviser, but as a sales agent in implementing any of the recommendations they have made to you.