Meet The Team
Our team has a passion for helping people grow and protect their wealth with a comprehensive and quantitative approach. We take the time to truly listen to clients and empower them to achieve their financial goals so they can live life to the fullest.
Why West?
Passionate. Personal. Professional.
Listen to our founding partner, Laura West, on why West Wealth Management is right for you.
We help clients grow and protect their wealth through fee-only fiduciary advice that is objective, transparent, and always in their best interest.
Our comprehensive wealth management integrates personalized financial planning, disciplined investment management, and proactive tax strategies from our team of CPAs. We prepare tax returns and develop lifetime tax optimization plans to enhance long-term results.
As a fiduciary firm, we receive no commissions, ensuring our recommendations are solely aligned with your goals. Our advisors are committed to continuous learning and research, providing the expertise and insight you can trust to guide your financial success.
West Wealth Management, LLC is an independent, fee-only Registered Investment Adviser—compensated solely by our clients. We receive no commissions and are not affiliated with any broker or dealer.
As a fiduciary, we are legally and ethically bound to act in your best interest at all times. Our fee-only structure eliminates conflicts of interest, ensuring objective and transparent advice.
We are proud members of the National Association of Personal Financial Advisors (NAPFA), upholding the highest standards of independence, integrity, and professionalism.
