At the West Advisory Group, we do things a little differently than at large wire-houses or broker-dealers. Rather than fit clients into a pre-designed mold or portfolio, we craft our strategies to fit your unique needs and get to know you and your portfolio before making any recommendations.

We offer a customized approach to financial and retirement planning in an effort to make our clients feel confident that we aren’t just offering them the same cookie-cutter plan everyone else gets. Our developed process is completely objective and customized, meaning that our clients get a plan with the best choice in investments for them and them alone.

In addition to our customized portfolios, we also make it our mission to educate our clients on their financial decisions. Financial literacy is our goal and we believe that honesty, transparency, and constant communication helps build meaningful, long-lasting relationships.

Surveys of affluent Americans consistently tell us that their major frustration is their advisors should be more proactive about future issues that might affect their financial well-being. We address those concerns in the logical, proactive approach we take with all our clients.

Our Goal

We are committed to bringing a process-driven approach to each client’s situation, while incorporating innovation and new ideas. At every step in our work in financial planning, investment management and retirement planning, clients will know where they stand.

Our Mission

Not only do we educate our clients on their options, but we also strive to educate ourselves, as well. The financial services industry is always changing, and we work diligently to stay on top of these adjustments.

Our Obligation

As a fiduciary, we are required to act in the best interest of the clients we serve, putting your needs first and making recommendations based on the best fit and suitability to your overall plan. This includes providing detailed recommendations, educating our clients on their options, and continually monitoring their retirement plans progress.

We’d love to talk about what matters to you.

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