BancWest Investment Services

Joseph Dadashadeh

CWS
Private Client Advisor

Contact Me

(208) 519-8194(208) 519-8194

About Joseph

Joseph Dadashadeh is a Vice President, Senior Private
Client Advisor with Bank of the West’s Wealth Management
Group. Joseph is a specialized relationship manager
dedicated to help high net worth clients Build, Protect, and
ultimately Transfer their wealth, through proactive wealth
management and financial planning approach.

In this capacity, Joseph is the first point of contact for high
net worth individuals and business owners in the Idaho
market. He collaborates with clients, their families, and
other trusted advisors to understand family dynamics,
personal objectives, and overall financial picture in order
to tailor comprehensive financial plans. Joseph provides
exceptional, dedicated, and personalized service while
drawing from a multidisciplinary team for specialized and
objective advice.
Education
As a financial services professional, Mr. Dadashadeh holds a Series 6,7, 63,66 securities licenses, as well as Idaho, Oregon, and Washington life and health insurance license. Additionally, he is a Certified Wealth Strategist through Cannon Financial Institute.
Financial Services
  • Goals Based Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Estate and Succession Planning
  • Comprehensive Life Insurance Solutions
  • Banking Services
US 1630 S Wells Ave Meridian, ID 83642
Investment Call Center
(888) 808-2947(888) 808-2947

Customized Guidance

Where are you now? - Wealth Accumulation

Where are you now? - Wealth Accumulation

Where would you like to be? - Wealth Protection

Where would you like to be? - Wealth Protection

What are your aspirations? - Wealth Transfer

What are your aspirations? - Wealth Transfer

Multiple Investment Options Provide Choice:

We offer you a model adapted to your degree of involvement in the management of your personal assets. You may choose to work with one or a blend of options depending on your needs.
Online Investing
Brokerage Solutions
Investment Advisory Solutions
Global Investment Management and Fiduciary Services
Online Investing
You want to do your own management
You wish to manage your assets yourself and are well-informed about the capital market. We will take care of all the administrative aspects of your portfolio (order execution, reports, etc.)
Brokerage Solutions
You want recommendations for your management
You would appreciate suggestions from our specialists regarding alternatives outside of managed money. We have a number of choices, including: Mutual funds, Annuities, Structured notes, Bonds, and CDs
Investment Advisory Solutions
You want management tailored to a specific strategy and desire:
Advice from our specialists about managed money solutions suited to your investing needs. We provide specific strategies such as growth or income, access to leading managers included names like BlackRock, Russell, and Vanguard, and low initial investments starting at $25,000.
Global Investment Management and Fiduciary Services
You want advice for your management and you want to benefit from:
Performance and risk management adapted to your investor profile. We provide customization, easier access to global diversification, responsiveness for seizing market opportunities, continual monitoring of your positions and fiduciary, trust, and estate services