To buy or to lease, that is the question. Are you looking for a new car? Are you drawn to what looks like a sweet leasing deal? Or are you a buy and hold person when it comes to cars? Read about how Kristan Anderson approached the buy versus lease question when faced with the need to add to her family’s fleet of cars at Buy vs. Lease - Car? »
We are proud to be honored by Investment News as one of the 75 Best Places to Work for Financial Advisers nationwide. Read more.»
While the temperatures outside are on the rise, the U.S. economy is already sizzling. Hot tubs are relaxing, though what if the water is too hot? Read more about our thoughts on the economic and market outlook in our first quarter 2021 management letter ‘Too Hot in the Hot Tub’ here. >>
West Financial Services is proud to be a sponsor of the 2021 Dressage Schooling Show and Fix-A-Test Series event hosted by Turner Farm Events this past weekend. Abby Just, WFS’s resident equestrian and her horse, Waitera, appreciates the work Turner Farms does to promote horse activities by providing a beautiful venue for dressage, jumping and cross country. Learn more about Abby Just. »
The West Financial Services investment approach stresses diversified portfolios tailored to each client’s individual circumstances. Our investment management goal is to maximize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax status, and wealth objectives.
Our professional team has substantial business and personal financial planning experience. This allows us to develop and implement financial plans across a broad range of topics, and in as much depth and detail as the client’s situation requires.
We believe in the power of collaboration. We work with, and often lead, a network of experts with the sole purpose of helping you and your family achieve wealth management goals. Having the analytical ability, in-house expertise, and industry relationships to build and implement strategic plans for our clients, distinguishes our firm from others.
West Financial Services uses our investment expertise and financial planning focus to help retirement plan sponsors and trustees meet their fiduciary obligations.
We are committed to improving the lives of our clients by providing exceptional financial services and solutions that earn trust and build lifetime relationships.