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How does the advisor help clients – Key Takeaways:
WESH FINANCIAL provides comprehensive financial planning and investment management services to clients. Their team of financial experts utilizes their knowledge and experience to help clients achieve their financial goals and navigate the complex world of finance.
Facts and Insights
WESH FINANCIAL has been in business for over 20 years and has a team of 15 highly qualified financial advisors. They currently manage over $1 billion in assets and have a strong track record of helping clients achieve their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 15 | 20+ years |
Financial Services Offered
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
Client Types
WESH FINANCIAL serves a diverse range of clients, including individuals, families, small business owners, and high net worth individuals. They specialize in working with clients who have complex financial situations and require personalized, tailored solutions.
Fees & Compensation
WESH FINANCIAL operates on a fee-only basis, meaning they do not earn commissions from selling financial products. This eliminates potential conflicts of interest and ensures that their advice is always in the best interest of their clients. Fees are based on a percentage of assets under management and are fully transparent and disclosed to clients.
Background
Founded in 1999, WESH FINANCIAL is a leading financial planning and investment management firm with a reputation for excellence and personalized service. Their team includes CFP® professionals, CPAs, and other financial experts who bring a diverse range of skills and experiences to the table.
Financial Advisor Disclosures to Know
WESH FINANCIAL takes pride in their ethical and transparent approach to financial advising. They adhere to strict standards and regulations, including the fiduciary standard, which requires them to always act in the best interests of their clients. They also have no disciplinary actions or legal disclosures on their record, ensuring clients can trust in their expertise and integrity.