West Financial Advisors, L.L.C.

West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, typically working with households whose portfolios the firm manages at $1 million or more (the firm may waive this minimum in certain cases). Services include discretionary and non-discretionary portfolio management, written investment policy statements, financial planning, and tax preparation offered under separate engagement agreements.

The firm’s investment approach emphasizes long-term strategies and broad diversification across asset classes, with investment recommendations informed by charting, fundamental and technical analysis and third‑party research. Discretionary portfolios are reviewed at least monthly, clients receive quarterly performance reports, and planning considerations explicitly include liquidity, tax strategies, legal restrictions and time horizon.

Compared with many team firms, West Financial Advisors publishes periodic newsletters, maintains a blog, and conducts educational seminars and workshops for clients — practices that are relatively uncommon among peers. The firm’s staff hold a range of professional credentials (including CFP®, CPA, CFA and estate- and retirement-planning designations), and it provides retirement-plan advisory services alongside individual wealth management and tax-preparation offerings.