Washington’s Premier Wealth Advisors

September 14, 2014
NABCAP Premier Advisor

West Financial Services was listed as one of Washington’s Premier Wealth Advisors* by NABCAP (National Association of Board Certified Advisory Practices) in the September 2014 issue of the Washington Business Journal.


*Washington Business Journal: Washington’s Premier Wealth Advisors
National Association of Board Certified Advisory Practices (NABCAP) and its board of directors created an unaffiliated evaluation process in which 20 categories of practice management, such as risk/investment/planning philosophy, credentials/designations, years of experience, customer service, team dynamics, and fee/cost structure among other distinguishing characteristics, are assessed. Advisors are invited and/or nominated to participate by submitting an online questionnaire. The multi-step verification process utilizes independent resources to assess the accuracy and truthfulness of the information submitted by advisory practices. NABCAP’s methodology is unique in deciphering advisors because it is primarily objective, not subjective and helps add transparency for the investor’s benefit.