WEST FINANCIAL STRATEGIES, INC.

Overview

West Financial Strategies, Inc. is a privately owned corporate RIA that provides portfolio management primarily for individuals, small businesses and select institutional clients. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management. It does not position itself as a capital allocator or pension consultant, and it reports that it is not an active ESG investor. Industry affiliation includes accounting professionals, and the adviser is organized under individual ownership rather than as a multi-adviser network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices