West Financial Services, Inc.
Since our inception in 1982, we have provided financial services on a fee-only basis, acting as a fiduciary for our clients. West Financial Services (WFS) offers a range of services including financial planning and investment management for individuals, families, businesses, foundations, and associations. Our experienced teams genuinely care about your needs and aim to develop meaningful long-term relationships. WFS’ commitment to quality, discipline, and personal service has helped us grow to approximately $2 billion* in assets under management. Our professional staff has earned the CFP®, CFA, CEBS®, CIMA® or CPWA® designations.
Our disciplined approach to financial planning helps clients set and prioritize their goals towards specific planning outcomes. We scale the planning engagement to meet each client’s individual needs. Our investment management strategy stresses diversified portfolios that are tailored to each client’s individual circumstances. We primarily use individual bonds for the fixed income portion of the portfolio and for the equity portion we use index funds, actively managed funds, and individual equity positions. The decisions we make and the advice we provide reflect our belief and responsibility to "do the right thing."
*As of June 30, 2023
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.