Broker Check

Our Company

“Are you confident in your financial future?”

Studies show that nearly half of Americans are not. A recent Gallup poll indicated 46% of individuals are “very insecure” about their financial futures, with those nearing retirement age feeling the pressure most of all. At West Wealth Management, we believe strong, carefully designed plans are the primary way to build true financial security. Our time-tested process is designed to not only provide you with a profile of your current situation, but to deliver concrete strategies that guide you towards your financial future.

For 28 years, we have been driven to help individuals take charge of their financial lives. We draw on this heritage of excellence to deliver clients customized strategies crafted according to their unique needs, values and objectives. Affirmed by the support of LPL Financial, the largest independent broker-dealer in the nation*, we provide truly independent advice that's always focused on your goals. 

Throughout our time in the financial services industry, we have encountered firms whose bottom lines overshadow the needs of their clients. At West Wealth Management, our mission is to not only advance investor goals, but to revitalize the financial lives of clients who have worked with self-interested advisors.

Many advisors operate under a lesser metric known as the “suitability standard.” These firms provide services that generally meet your needs, while also trying to fulfill their own. At West Wealth Management our values form the foundation for your success, and we are committed to providing the highest standard of care, the Fiduciary Standard. This drives our team to act solely in your best interests, rather than those of the firm or the advisor.

*As reported by Financial Planning magazine, June 1996-2016, based on total revenue.