At the West Advisory Group, we understand that achieving true wealth means enjoying time with people you love without concerning yourself about your finances. 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.
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.
Services
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.
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.
Walter is our Senior Financial Specialist, where he spends the majority of his time on client acquisition, reviews, and operations. His normal day starts early and ends late and is always a little different but Walter loves the. Alan has always been interested in financial planning, but when he personally saw the impact that adequate planning can have, he was even more motivated to make this his career.
Minimize your taxes and maximize your incoming funds for a retirement that allows you to live on your terms. Our advisors bring a wealth of experience and knowledge to the table. We can help you minimize taxes and associated fees so you get to keep more for your retirement. We'll carefully go over both taxable and tax-deferral strategies to help protect your finances long-term.
You've worked hard to build your wealth, and we can help you protect it for future generations. We understand that, in addition to building a healthy financial portfolio, you want to protect your wealth in order to pass it along when you're gone.
Whether you want to make sure your loved ones are provided for, you would like to continue to support favorite charities, or you have other legacy goals in mind, we're here to provide guidance and help you make the choices that are right for you.Planning for your family after you're gone can be a challenge, but we're here to make it easier.
Whether you want to make sure your loved ones are provided for, you would like to continue to support favorite charities, or you have other legacy goals in mind, we're here to provide guidance and help you make the choices that are right for you.Planning for your family after you're gone can be a challenge, but we're here to make it easier.
A financial advisor's job is to help you find the right balance between risk and growth. Some risk is inevitable, especially if you want to grow your portfolio, but it's important to manage this risk so that it doesn't backfire. Talk to the financial specialists at the West Advisory Group to learn strategic, sound ways to manage your financial risk.
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