West Financial Services offers financial planning, investment management and personal CFO services to individuals, families, businesses, foundations and associations. Our 401(k) / institutional retirement plan services focus on helping retirement plan sponsors and trustees meet their fiduciary obligations.
West Financial Services employs an integrated approach designed to provide our clients with comprehensive wealth management solutions. However, clients may use one type of service or the full breadth of our services.
We use a team approach when providing client services. This assures consistent, high level client care. As appropriate, we use external and internal experts who can assist with formulating customized solutions to a client’s complex financial concerns.