West Financial Services appreciates sharing our knowledge and perspective on Wealth Management topics so that individuals and families can achieve financial success.
Financial Planning Focus Newsletter
By Dana Tomisek
We are excited to announce the unveiling of our new client portal. Over the last several months, we have been working with our vendor to implement a number of system upgrades, based on client feedback gathered during our
Investment Management Letter
The third quarter kicked off with considerable speculation on how damaging the Brexit vote would be for the United Kingdom (U.K.) and the overall European economy. The immediate reaction was negative and driven by fear. However, after only two days