Strategic financial guidance and legal expertise tailored to protect what matters most — your business, your family, and your future.
From commercial lending to estate planning, Mike Trueba delivers the expertise and personal attention your financial decisions deserve.
Tailored loan solutions for businesses of all sizes — from expansion capital to equipment financing and working lines of credit.
Strategic investment management and portfolio diversification designed to grow and preserve your wealth across market cycles.
Protect your legacy with comprehensive estate planning — trusts, wills, and succession strategies that give you peace of mind.
Checking, savings, and credit solutions built around your personal financial goals with the stability of a trusted community bank.
Expert legal guidance for business formation, contract review, compliance, and regulatory matters that keep your operations running smoothly.
Holistic financial strategies — retirement planning, risk management, and tax-efficient investing tailored to your unique circumstances.
Boise
Since Day One
Based in the heart of downtown Boise, Mike Trueba brings a rare combination of financial acumen and legal expertise to every client relationship. At Heritage Bank, he doesn't just manage money — he builds lasting partnerships.
Whether you're a business owner seeking strategic capital, a family looking to secure your legacy, or an individual planning for retirement, Mike approaches each situation with the same principle: your goals are his responsibility.
His office at 250 S 5th Street has been a fixture in the Boise business community, and his reputation is built on one simple promise — deliver results that matter.
15+
Years of Experience
200+
Clients Served
$50M+
Assets Advised
Every engagement starts with listening. Here's how we turn your vision into a concrete plan.
We start with a thorough conversation — understanding your goals, concerns, and the full picture of your financial landscape.
We examine every angle — current assets, liabilities, tax implications, and legal considerations — to build a complete picture.
We craft a custom plan with clear milestones, realistic timelines, and strategies aligned with your risk tolerance and objectives.
We implement the plan and provide ongoing monitoring, adjusting as your life and circumstances evolve over time.
Schedule a complimentary consultation with Mike Trueba and discover how Heritage Bank can help you achieve your goals.
Whether you have a specific question or want to explore how we can work together, reach out — we'd love to hear from you.
Office Address
250 S 5th St, Suite 660
Boise, ID 83702
Phone
(986) 210-1568Fill out the form below and Mike's team will get back to you within one business day.
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