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News & Insights

View Archive by Category

Articles & Appearances
Featured
Financial Planning Focus
Investment Management
Special Release
View Archive by Year

2021

January
1

2020

January
1
February
5
March
4
April
4
May
4
July
4
August
5
September
1
October
2
November
5

2019

January
1
February
4
April
2
May
3
June
1
July
2
August
4
September
1
October
4
November
6
December
3

2018

January
2
March
1
April
3
May
4
July
2
September
7
October
2
November
5

2017

January
1
February
3
March
2
April
1
June
8
July
1
August
2
September
2
October
2
December
4

2016

March
4
April
1
June
2
July
1
August
4
September
2
November
5
Jul 2020

2020 RIA Ranking by Total Assets*

In July, West Financial Services was included in Financial Advisor magazine’s “2020 RIA Ranking by Total Assets.”*

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Jul 2020

Top 300 Registered Investment Advisers

In July 2020, the Financial Times recognized West Financial Services as one of the 300 Top Registered Investment Advisers* in the U.S.

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Jul 2020

Special Release - Elder Abuse & Financial Exploitation Interview

By  Angela B. Baker, JD, CFP®, CDFA®, RICP®, CLTC, CASL®

Learn about financial exploitation and who the usual victims are by watching Angela Baker's 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

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Jul 2020

Investment Management - Second Quarter 2020

The Comeback Kid

Who doesn’t love a great comeback story? This type of narrative usually occurs after the protagonist experiences some type of hardship and all hope appears lost.

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Sandy Spring Bank A Sandy Spring Bank Company
Serving McLean, Fairfax County and the Washington DC area
2010 Corporate Ridge Road, Suite 530, McLean, VA 22102
703-847-2500

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*Not FDIC Insured *No Bank Guarantee *Not a Bank Deposit

*Not Insured by Any Government Agency *May Lose Value

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