The Western Wealth Group, Inc.

The Western Wealth Group, Inc. provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts and estates. The firm manages roughly $107 million across about 60 client relationships and also advises on retirement account rollovers, including serving in an ERISA fiduciary capacity when appropriate.

Western’s investment approach is primarily long‑term and based on fundamental analysis, with portfolios built largely from mutual funds and ETFs while also using individual stocks, bonds and occasional limited‑partnership or alternative investments. Portfolios are implemented and monitored on a discretionary basis, with rebalancing and short‑term trades used as needed to address cash needs, tax considerations or changes in client objectives.

Distinctive features for a single‑advisor independent firm include relatively high assets per client and operation of multiple office locations despite a one‑advisor structure, along with an institutional relationship with a major custodian that provides software, trading desk access and block trading capabilities. The firm discloses the economic benefits it receives from that relationship and the potential conflicts that can arise (for example, from recommending rollovers that increase advisory assets), and it does not take custody of client assets beyond arranging custodian fee deductions.