West Financial Services appreciates sharing our knowledge and perspective on Wealth Management topics so that individuals and families can achieve financial success.
Financial Planning Focus Newsletter
Nov 2019
Financial Focus - The Rocking Chair
I recently attended a retirement party for a friend and colleague. It was a fun affair with family, friends, colleagues, food and champagne.
Investment Management Letter
Oct 2019
Investment Management - Third Quarter 2019
Do Treasuries Come in Pumpkin Spice Flavor?
A peculiar consumer preference this time of year is pumpkin spice. It’s in lattes, muffins, beer, and pretty much any food and drink product.