About Us
You have many options when selecting a financial planning and investment management firm, most of which look a lot alike. What sets West Financial Services apart is that we break that mold.
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Our biggest assets are our reputation and depth of knowledge, neither of which can be faked or embellished. For more than four decades, we have taken a conservative and ethical approach to growing and protecting our clients' wealth and prosperity.
Fiduciary - Since our inception in 1982, we have acted as a fiduciary for our clients, operating solely on a fee-only basis. That enables us to work only in the best interests of our clients, presenting options we believe to be the best for them, not us.
Collaborative - Financial planning and wealth management at West Financial is a consultative process. We take the time to understand the needs and goals of each individual client, family or business. Our goal is to anticipate obstacles and identify opportunities for our clients so that they have the time to incorporate changes, creating their best possible future.
The Team - Representing a diverse range of ages and backgrounds, the depth and breadth of our team's experience is well known throughout the region and industry. We take our duty to the client seriously and are always available to answer questions or provide guidance.