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.

Wealth Financial Group West, Inc. serves individual and high‑net‑worth clients with discretionary asset management, financial planning, and access to third‑party managers. The firm offers portfolio management for individuals, tailored investment strategies, and both fixed‑fee comprehensive planning and hourly planning engagements. The firm develops client‑specific investment programs based on stated goals, time horizons and risk tolerance, using fundamental, technical and cyclical analysis and implementing portfolios through custodians and platform providers (including the use of Envestnet and model portfolios). Accounts are monitored and reviewed on a regular basis with rebalancing, tax‑overlay and liaison services when clients are placed with third‑party managers. What is distinctive is the firm’s affiliation with an insurance business: the owner is a licensed insurance agent who spends a substantial portion of time on that activity and offers insurance products for separate compensation, a relationship the brochure identifies and discloses as a potential conflict of interest. The firm also maintains referral and fee‑sharing arrangements with third‑party managers and relies on an external platform/provider mix for implementation, and these affiliations and compensation flows are addressed in its disclosures and compliance procedures.

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
Brock Butlett	Costa Mesa, CA	4
Tami Simpson	Costa Mesa, CA	19

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