2010 Corporate Ridge Road, Suite 530
McLean, VA 22102
703-847-2500
WestFinancial.com
Q Who is West Financial Services?
A WFS provides financial services on a fee-only basis, acting as a fiduciary for clients. For more than 40 years, West Financial Services has put client relationships first with our financial planning approach. To us, financial planning is more than just a process or colorful charts—it is how we get to know clients and help them realize their goals and aspirations. Through creative solutions, personal attention, and honest communication, we always do what is in our clients’ best interests.
The decisions we make and the advice we provide reflect our belief and responsibility to “do the right thing.”
Q What makes your client experience unique?
A Our personalized approach to everything we do is what sets West Financial apart. If you call our office, we answer the phone. Our financial planning team has extensive experience developing comprehensive, tailored plans. Our portfolio managers concentrate on analyzing the market and delivering a hands-on approach to managing client portfolios, with an eye toward tax efficiency. Our relationship managers get to know our clients and their families at a very personal level to help anticipate financial needs, and life events. And our client service associates are here to guide you through implementation. Together, our team ensures our clients are well-prepared for the future and leave a lasting legacy. If you are looking for a high-touch, wealth management firm who offers premium financial services, give us a call today.
Specialty
Fee-only fiduciary firm
Individualized financial planning
Personal, innovative solutions
Customized portfolio composition
Achievements & Awards
Top Fee-Only Financial Advisers 2022
Top Financial Professionals 2023
Five Star Wealth Managers 2022
