Welcome to the West Financial web site! 1st Portfolio Wealth Advisors is now part of West Financial Services, Inc. a Sandy Spring Bank Company. Please review the Important Dates below for information about access to the West Financial Client Portal.
Exciting news - Sandy Spring Bank’s acquisition of WashingtonFirst Bank is now official. As we recently informed you, 1st Portfolio Wealth Advisors will join with West Financial Services to form one of the regions premier wealth organizations.
Of course, you will continue to have access to customized planning and investment services, a wealth of experience and expertise, and people committed to helping you achieve your financial goals. West Financial has been operating for over 35 years in the DC metropolitan market, and like 1st Portfolio, is committed to providing first-class service in an ever changing environment.
Thank you for placing your trust in us. If you have any questions, please do not hesitate to call us at 703-847-2500.