Wealth management without comprehensive financial planning is a bit like trying to build a home without any blueprints. While some may be able to construct a house without plans, the overwhelming majority of people find that planning first, allows them to envision their dream, conduct cost analysis on their prospective new home, and ultimately, save money through efficiency. You might be able to put up four walls and a roof but without solid plans, your dream may not come true. Therefore the wealth management process at Western is a little different.

At Western, we believe comprehensive wealth management goes beyond simply buying and selling stocks in a portfolio. We take a systematic approach to asset management by analyzing everything that contributes to your net worth, with the goal of increasing your assets while decreasing your liabilities.  Our team members work to come up with a comprehensive financial strategy to help you continue building wealth in all areas of your financial life. As fiduciaries, we work to give you highly personalized financial advice, including partnering with tax consultants, estate planners, and so much more. Our team will take the time to comb through all your finances and find ways to minimize the transference of your wealth to others.

In addition to the Portfolio Management services we provide, Western is equipped to handle everything from your individual investments, trusts, and retirement plans to institutional assets. We believe the best way forward is to align all your assets and finances to work toward the same goal. When you partner with Western, you can rest in the knowledge that our dedicated team of Wealth Managers is caring for all your financial needs.
Building wealth is about more than managing your investment portfolio. With proper planning and the utilization of various tax strategies, you can minimize the transference of your wealth to others.