Welcome to West Advisory Group
At the West Advisory Group, we understand that achieving true wealth means enjoying time with people you love without concerning yourself about your finances.
GET STARTED IN 4 EASY STEPS:
Let’s get to know each other. This meeting is about what’s important to you – still with no commitment required. We’ll clarify what makes WAG different and jointly assess your risk tolerance while listening closely to your lifestyle goals. This is your opportunity to tell us everything you want to see from your personalized plan, and so we can begin to work on a plan that will deliver on those wants if you decide to work with us.
Using the information gathered during our discovery meeting, we discuss how we can help you prepare for your financial goals. We also elaborate on our philosophy in more detail and begin to dig more heavily into educating you on the strategies we will put in place for you. We want you to be confident and comfortable in the plan we instate, so this is the best opportunity for you to ask us any question that comes to mind.
IMPLEMENTATION & ALLOCATION
Now we’re ready for launch. We deliver your implementation-ready financial plan, built around real returns and designed to drive real results for you. We’ll complete our client partnership agreement to begin traveling the path toward your lifestyle goals.
ONGOING STRATEGY UPDATES
The only constant in life is change. Over the long term, we take a dedicated approach to connecting regularly to reassess goals, strategies, and progress. As a WAG client, you’ll have access to annual strategy updates and plan reviews, as well as milestone check-ins as needed, to adjust your plan to align with your evolving lifestyle goals.
FREE PORTFOLIO RISK ANALYSIS
We utilize cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy.
Take our no-cost, no-obligation 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains. Then we'll pinpoint your exact Risk Number and send you a personalized report.