Special Release - MUST READ! West Financial Services Quarterly Reports: Digital Delivery

March 31, 2020

First and foremost, all of us here at West Financial Services hope you and your family are safe and healthy. We had hoped never to use them, but our business continuity plans are in place, allowing us to continue servicing all clients and mitigate any disruptions. We currently have the majority of our staff working remotely while maintaining a minimal on-site presence at the office. 

As we approach quarter-end, we want to ensure the timely delivery of our quarterly management letter and reporting package. Approximately 80% of our client base has an active WFS Client Portal, which among other benefits, allows us to securely share documents. In an effort to keep our staff and clients safe, we will be utilizing these active portals to post our quarterly management letter and your reporting package for the quarter ending March 31, 2020. 

For those clients who do not have a Client Portal but have provided us with an email address, we will be securely emailing your quarterly reporting package. If you do not have a Client Portal but wish to activate one, please contact your Client Service Associate directly at your earliest convenience. If you would like to make other arrangements for the delivery of your quarterly report, please contact a member of your team by Friday, April 3, 2020.

As we continue to monitor new developments and adapt our daily operations, we are committed to keeping you updated and informed. 

From all of us at West Financial, stay healthy, safe and we wish the best for you during these difficult times.



West Financial Services, Inc. (“WFS”) offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the firm has attained a particular level of skill or ability. You should carefully read and review all information provided by WFS, including Form ADV Part 1A, Part 2A brochure and all supplements.
 

Categories