West Financial Services, Inc.

Since our inception in 1982, we have provided objective, comprehensive financial planning and investment management for individuals, businesses and associations on a Fee-Only basis. We currently manage more than $1 billion in assets and throughout the years we have received national recognitions in various publications. Each member of our professional staff has earned the CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Analyst® (CFA) Charterholder or Certified Private Wealth Advisor® (CPWA) designation.

Our disciplined approach to financial planning will guide clients through the prioritization of their short and long-term goals and the process of financial planning. Whether discussing individual issues, such as retirement cash flow and estate planning, or developing an integrated plan, our experienced planners assist clients in achieving their goals.

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.