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How does the advisor help clients – Key Takeaways:
WESTVIEW INVESTMENT ADVISORS offers expert financial advice and services to help clients achieve their financial goals and build their wealth. As a team of experienced financial professionals, they provide comprehensive and personalized solutions to help clients with their investment, retirement, estate planning, and insurance needs.
Facts and Insights
Here are some key facts and insights about WESTVIEW INVESTMENT ADVISORS:
- Assets under management: According to their most recent SEC filing, WESTVIEW INVESTMENT ADVISORS manages over $200 million in assets for their clients.
- Number of advisors: The firm has a team of 10 experienced financial advisors, who have a combined experience of over 100 years in the industry.
- Time in business: WESTVIEW INVESTMENT ADVISORS has been in business for 20 years, providing top-notch financial services to their clients.
Financial Services Offered
WESTVIEW INVESTMENT ADVISORS offers a wide range of financial services to help clients meet their financial goals. These services include:
- Investment management: The firm helps clients build and maintain a diversified investment portfolio that aligns with their financial goals and risk tolerance.
- Retirement planning: WESTVIEW INVESTMENT ADVISORS provides expert advice and solutions to help clients plan for a comfortable retirement.
- Estate planning: The firm helps clients with estate planning, including wills, trusts, and other strategies to protect their assets and provide for their loved ones.
- Insurance planning: WESTVIEW INVESTMENT ADVISORS offers insurance options to help clients mitigate financial risks and protect their wealth.
Client Types
WESTVIEW INVESTMENT ADVISORS serves a diverse range of clients, including:
- Individuals: The firm works with individuals and families to help them achieve their financial goals and build their wealth.
- Businesses: WESTVIEW INVESTMENT ADVISORS offers financial services and advice to small and medium-sized businesses to help them grow and succeed.
- Non-profit organizations: The firm also works with non-profit organizations to help them manage their financial assets.
Fees & Compensation
WESTVIEW INVESTMENT ADVISORS charges a fee based on a percentage of assets under management for their investment management services. For their financial planning and other services, the firm charges a flat fee or an hourly rate depending on the client’s needs. They do not receive any compensation from third parties, ensuring that their clients’ interests are always their top priority.
Background
Founded in 2001, WESTVIEW INVESTMENT ADVISORS is a registered investment advisor (RIA) based in New York. The firm is owned and operated by a team of experienced financial professionals who are dedicated to providing exceptional service and guidance to their clients. They believe in building long-term relationships with their clients based on trust, integrity, and a commitment to helping them achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, WESTVIEW INVESTMENT ADVISORS is required to disclose some important information to their clients. This includes their fees, potential conflicts of interest, and any disciplinary actions or legal issues that they may have encountered. Clients can find this information on the firm’s Form ADV, which is filed with the Securities and Exchange Commission (SEC) and is available on the SEC’s website.