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
Over the last two years, we have witnessed dramatic swings in investor sentiment and growth expectations. The reasons behind these shifts have been varied – whether it has been concern over China, Europe, terrorist attacks, deflation or Brexit – it’s