Roundstone Wealth Management

Roundstone Wealth Management is a financial planner in Nampa, Idaho. The firm serves small and midsize businesses and the insurance advisors who work with them, with a focus on self-funded group medical captive insurance. Its captive model pools employers together to spread risk, improve predictability, and open access to healthcare at a lower cost without disrupting employee access to care. Roundstone reports that clients see 25 percent lower total annual cost than the industry average, renewal increases at one third the industry average, 60 million dollars returned to employers over the last five years, and 100 percent of unused premiums refunded to employers. It holds a rating of 5.00.

Roundstone was founded in 2005 to build a more sustainable way for employers to fund health benefits, and it describes its self-funded medical group captive as the first of its kind. More than 1,000 employers rely on the company, which has covered 1.5 billion dollars in health insurance claims across more than 20 years of providing captive health insurance. The average client saves 20 percent compared to traditional fully insured plans. The company is family-owned, and it states a guarantee that employers will save money over five years or it will make up the difference. Its stated values are doing what is right for employers, with decisions from underwriting to partner selection shaped by transparency and accountability. Mike Schroeder is founder and president, and the leadership team includes Beth Snyder as chief innovation officer, Chris Zirke as general counsel, Jonathan McCorkle as chief financial officer, Helen Simmons as chief information officer, Whitney Cornuke as chief marketing officer, Glenn Goldney as chief commercial officer, and Scott Miker as chief operating officer. Regional practice leaders cover territories across the country, including Ryan Audin for Idaho, Montana, Oregon, Washington, Wyoming, and Northern California.

The office sits on N High Desert St, about 0.2 miles from Idaho Center Boulevard and 0.3 miles from East Franklin Road. The Boise Valley Asthma and Allergy Clinic and Lawrence Green M.D. Neurology are both roughly 0.3 miles away, and the Vietnam Veterans Memorial Highway and Garrity Boulevard are each about half a mile from the location.

Roundstone is known for a positive rating from the customers who have reviewed it. For small and midsize employers around Nampa, that record of predictable premiums and returned savings is the draw.

Services:

• Cost Containment Strategies
• Provider Network Selection Assistance
• Roundstone University Training Programs
• Self-Funded Health Insurance Solutions
• TPA Services