A complete list of active advisors currently associated with Wealth Financial Group West, Inc.
Warmer can help you find a great advisor at Wealth Financial Group West, Inc. or one who fits your needs even better.
The firm provides investment advisory and financial planning services primarily to individual and high-net-worth clients, delivering ongoing discretionary asset management and comprehensive financial plans. It also offers access to third‑party managed programs and assists clients with implementation and account administration for those programs. The firm’s investment process combines model portfolios and external platforms with security analysis that can include fundamental, technical and cyclical methods, and it conducts periodic portfolio reviews to monitor allocations and rebalance as needed. When clients are placed with third‑party managers, the firm acts as a liaison—helping with onboarding, transmitting disclosures, and monitoring performance and suitability on an ongoing basis. Distinctive aspects include an affiliation with an insurance business: principals operate an insurance agency and receive separate compensation for insurance sales, a relationship that the firm discloses and manages as a potential conflict of interest. The firm also receives a share of fees from recommended third‑party managers and participates in an incentive arrangement with one TPM, and it has a regulatory history of withdrawing and later re‑filing registration.
To learn more about the advisors currently working at Wealth Financial Group West, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Costa Mesa, CA
| 4
| |
Costa Mesa, CA
| 19
|
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