A complete list of active advisors currently associated with Westcenter Advisors Ltd

Warmer can help you find a great advisor at Westcenter Advisors Ltd or one who fits your needs even better.

Westcenter Advisors Ltd provides discretionary investment management, retirement-plan advisory (including ERISA 3(21) and 3(38) services), financial planning and public seminars and workshops. The firm’s clients may include individuals, high‑net‑worth clients, corporations, non‑profits and employer retirement plans; it reported no assets under management as of December 31, 2021. Investment programs are developed from each client’s stated goals, time horizon and risk tolerance, with Westcenter exercising discretionary trading authority for managed accounts and conducting periodic reviews and monitoring. For employer plans the firm can act as either a limited‑scope 3(21) advisor or a fully discretionary 3(38) investment manager, and it offers financial planning on an hourly or fixed‑fee basis while hosting educational seminars that do not provide individualized tax or investment advice. What distinguishes Westcenter from many peers is the combination of pension consulting (both 3(21) and 3(38) roles) and public educational workshops—services that are relatively uncommon among managers focused on pooled or institutional assets—and the firm’s willingness to provide planning billed hourly or by fixed fee in addition to asset‑based management. The firm’s president also conducts an affiliated insurance business and devotes a substantial portion of his time to that activity, a disclosed potential conflict of interest the brochure says is mitigated by fiduciary duties and client disclosures.

To learn more about the advisors currently working at Westcenter Advisors Ltd, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.