How does WESTSHORE WEALTH assist clients?
As a top financial advisory firm, WESTSHORE WEALTH provides comprehensive and personalized financial services to meet the unique needs and goals of each client. With a team of experienced and knowledgeable advisors, WESTSHORE WEALTH is dedicated to helping clients achieve financial success and security.
Facts and Insights
Here are a few key facts and insights about WESTSHORE WEALTH:
| Assets Under Management | $1 billion+ |
|---|---|
| Number of Advisors | 20+ |
| Time in Business | 10+ years |
Financial Services Offered
WESTSHORE WEALTH offers a comprehensive range of financial services, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
- Educational planning
Client Types
WESTSHORE WEALTH works with a diverse range of clients, including:
- High net worth individuals
- Business owners
- Professionals
- Families
- Retirees
- Institutions
Fees & Compensation
WESTSHORE WEALTH offers fee-only financial planning and investment management services. This means that the firm does not receive any commissions or third-party incentives for their recommendations. Instead, clients pay a flat fee or a percentage of assets under management, ensuring that the firm’s interests are aligned with the clients’ best interests.
Background
Established in 2009, WESTSHORE WEALTH is a privately owned and independent firm located in the heart of the Financial District in New York City. The firm is led by a team of reputable and experienced advisors who are committed to providing top-notch financial solutions and services to their clients.
Financial Advisor Disclosures to Know
As a responsible and transparent financial advisory firm, WESTSHORE WEALTH abides by all regulations and requirements set by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). They also provide clients with their Form ADV, which includes important information such as their services, fees, and conflicts of interest.
In addition, all advisors at WESTSHORE WEALTH have a clean record, with no disciplinary actions, lawsuits, or customer complaints to their name.
With a strong track record of success and a dedication to putting their clients’ needs first, WESTSHORE WEALTH is a trusted and reputable financial advisory firm that clients can rely on for all their financial needs.