Do you have a digital wallet? If not, read what Rasti Nikolic has to say about them and you may want to add one to your estate plan. Read the blog. »
We are proud to be honored by Investment News as one of the 75 Best Places to Work for Financial Advisers nationwide. Read more.»
Investors just witnessed one of the strangest years on record. Find out why West Financial is positive about the new, new normal at The New, New, New, New Normal. »
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.