At Sunset West Advisors, we believe that every client has a unique set of circumstances and objectives that define the beginning of the wealth-planning journey and paint a picture of their desired financial goals. We analyze each client's financial profile, lifestyle objectives, and attitude towards risk, then outline a suitable wealth management plan which supports those goals.
We take tremendous pride in our ability to help our clients crystallize and achieve their financial and lifestyle goals in the simplest and most transparent possible way. Choosing to work with a wealth management firm to handle your assets can be one of the most important financial decisions you can make.
We take tremendous pride in our ability to help our clients crystallize and achieve their financial and lifestyle goals in the simplest and most transparent possible way. Choosing to work with a wealth management firm to handle your assets can be one of the most important financial decisions you can make.
Services
Sunset West Advisors is a 100% fee-only firm. Our fees are set on a sliding scale and are based on the size of the overall client relationship. The more successful our clients are, the more successful we are. Our interests are fully aligned with yours, no exceptions. Our approach to financial planning is founded on the basis that all clients have a specific set of financial circumstances and lifestyle needs.
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