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.
Jul 2020
Special Release - Elder Abuse & Financial Exploitation Interview
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
Jul 2020
A Guide to Creating Your Financial Deployment Book
A Guide to Creating Your Financial Deployment Book
Unforeseen events and the disruptions that accompany them are part of life. The COVID-19 pandemic is proof of this statement.
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.