Highlights

June 16, 2022

Back to the Basics

On the first Sunday in May, Waitara and I competed in our first horse show of the season at Turner Farm in Great Falls. It rained. It was cold. We had fun, mostly. Dressage is a bit like portfolio management, part art and part science.
Read More
May 17, 2022

I Can’t Believe I’m Retiring

I came to work at West Financial Services just over 24 years ago. Joining a small, financial planning and investment management firm with less than 10 employees and approximately $250 million of assets under management was a definite mid-life, career change event for me.
Read More

Our Services

Our Services

 Investment Management icon

Investment Management

 Financial Planning icon

Financial Planning

 Executive and Business Consulting icon

Executive and Business Consulting

 Retirement Plan Consulting icon

Retirement Plan Consulting

News & Insights

May 17, 2022

Understanding Your Credit Score – Part I

What, exactly does your credit score mean? Briefly, a credit score is a number used to predict how likely you are to pay your bills, or make loan payments on time. It is a three digit number, typically between 300 and 850, with the higher score associated with better credit terms.
Read More
May 17, 2022

To Roth or Not to Roth

That is the question. And in order to answer the question effectively, one must assess both current and future potential tax situations. Taxes are one of very few certainties in life, and they are top of mind this time of year. Usually, we try to delay paying taxes as long as possible.
Read More
April 14, 2022

Investment Management - First Quarter 2022

Stop the Madness! Please do not be alarmed! West Financial is not calling for an end to the NCAA basketball tournaments, despite the fact it would save us from time spent on bracket predictions that are busted the first weekend.
Read More