How can you help make the world a better place? Read Glenn Guard’s article “If You Have the World to Give” for some ideas.
Who knew the band Journey could provide Fed policy commentary through their song titles?? Can you guess Fed Chairman Powell’s favorite Journey song? Read about it. >>
Kristan Anderson, Glen Buco, and Kim Cox were named to the Northern Virginia Magazine’s Top Financial Professionals listing which was featured in the September 2021 issue. Read more.>>
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.