West Arbor Solutions, LLC

West Arbor Solutions provides discretionary asset management and both ongoing and one‑time financial planning to individuals, high‑net‑worth clients, trusts, estates and charitable organizations. In addition to portfolio management and planning, the firm’s principal also sells insurance products and offers business consulting services.

The firm constructs portfolios based on each client’s goals, time horizon and risk tolerance, using fundamental analysis to inform security selection, asset allocation and monitoring under discretionary authority. Accounts are reviewed regularly—typically quarterly—and the adviser may use a mix of long‑ and short‑term holdings and option strategies where appropriate to client objectives.

What is distinctive about the firm is that its owner operates as a licensed insurance agent and business consultant (the brochure notes approximately 15% of time spent on those activities) and also maintains rental‑property and consulting activities (about 10% of time), with the brochure disclosing commissions from insurance sales and procedures intended to mitigate the resulting conflicts. The firm is a small, two‑adviser practice managing about $12.3 million in client assets and maintains a $500,000 account minimum, which may influence the client mix and service model relative to larger peers.