About
2260 WEST is a leading financial advisor that offers professional guidance and expertise to help clients achieve their financial goals. With over $500 million in assets under management and a team of 10 experienced advisors, they have been providing top-notch financial services for over a decade. They offer a wide range of services including investment planning, retirement planning, tax planning, education planning, estate planning, and insurance planning. Their clients include high-net-worth individuals, retirees, business owners, and families. 2260 WEST operates on a fee-based model to ensure their interests are aligned with their clients'. Their team has a combined experience of over 100 years and continuously undergoes training and education to stay updated with market trends and regulations. They also make sure to disclose all necessary information to their clients, including their fee structure, qualifications, any disciplinary actions or complaints, and potential risks involved with investment strategies. 2260 WEST is a trusted and reliable financial advisor that prioritizes their clients' best interests above all.
Key Takeaways
When it comes to managing finances, it is crucial to have an expert by your side. With the ever-changing market conditions and complex financial regulations, making informed decisions about your money can be a daunting task. This is where the 2260 WEST team comes in. They provide professional financial guidance and expertise to help clients achieve their financial goals. If you are looking for a financial partner who prioritizes your best interests, 2260 WEST is the one to go to. With their client-centered approach and comprehensive financial services, they have become a trusted and leading advisor in the industry.
Facts & Insights
Here are some key facts and insights about 2260 WEST:
Financial Services Offered
- Investment planning and management
- Retirement planning
- Tax planning and management
- Education planning
- Estate planning
- Insurance planning
Client Types
- High-net-worth individuals
- Retirees
- Business owners
- Families and individuals
Fees & Compensation
2260 WEST operates under a fee-based model, which means they charge a percentage of the assets they manage. This ensures that their interests are aligned with their clients' and they prioritize their clients' financial success above all.
Background
The team at 2260 WEST has a combined experience of over 100 years in the financial industry. They are highly qualified and continuously undergo training and education to stay updated with the latest market trends and regulations. This allows them to provide reliable and effective financial advice to their clients.
Disclosures
- Fee structure and any conflicts of interest
- Advisor's qualifications and certifications
- Any disciplinary actions or complaints
- Any potential risks involved with investment strategies
Firm Facts
- Primary Business Name
- 2260 WEST
- Organization CRD
- 310460
- Legal Name
- 2260 WEST