WEALTH FINANCIAL GROUP WEST, INC.

Overview

Wealth Financial Group West, Inc. is an independent registered investment adviser organized as a corporation that serves individual and family clients. The firm acts as a capital allocator and offers a mix of advisory services focused on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers when clients require outsourced or specialist management. Its billing structure includes percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser. An insurance company relationship is listed among its industry affiliations.

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