The Services To Reach Any Destination

Investment Management

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.

Financial Planning

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.

Executive and Business Consulting

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.

Retirement Plan Consulting

West Financial Services uses our investment expertise and financial planning focus to help retirement plan sponsors and trustees meet their fiduciary obligations.

The Vision To See You There

We are committed to improving the lives of our clients by providing exceptional financial services and solutions that earn trust and build lifetime relationships.

West Financial Services presents our webinar that brings you “under the hood” of our customized portfolio process. Learn how our investment philosophy works together with your goals to create a portfolio to meet your financial needs.

Presenters: West Financial Services’ Chief Investment Officer, Glenn Robinson, CFA®, Director of Fixed Income, Norma Graves, CFP®, and Director of Portfolio Management, Kirstie Martinez.