West Financial is dedicated to providing you a well rounded understanding of investments, estate planning and legal tools to protect you and your family. RSVP to upcoming video events or watch our event video archive.
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West Financial Services offers you the opportunity to learn about the components of our “Core & Satellite” investment philosophy and dive deeper into the portfolio construction process.
Learn more about Elder Abuse & Financial Exploitation and who the usual victims are by watching West Financial's Angela B. Baker, JD, CFP®, CLTC, CASL®, RIPC® interview with Pam Reynolds, CMC, CPG on “The Aging Authority.“ Angela talks about the challenges of preventing financial exploitation and why it is so important to do so.