A complete list of active advisors currently associated with West Arbor Solutions, LLC
Warmer can help you find a great advisor at West Arbor Solutions, LLC or one who fits your needs even better.
West Arbor Solutions serves individual and high‑net‑worth clients as well as trusts, estates and charitable organizations, offering discretionary portfolio management alongside ongoing and one‑time financial planning. The firm also provides business consulting and sells insurance products through an affiliated insurance agency. Portfolios are managed under discretionary authority and tailored to each client’s stated goals, time horizon and risk tolerance, with periodic reviews, rebalancing and monitoring to address market and tax considerations. Financial planning engagements range from one‑time analyses to ongoing plans with regular updates, and the firm recently added hourly consulting services. Distinctive for a firm of its size, the managing member maintains an affiliated insurance agency and is a licensed insurance agent — a practice that is uncommon among peers and that the brochure identifies as a potential conflict of interest mitigated by disclosures and the firm’s fiduciary procedures. The firm operates with a small advisory team and modest client base and also discloses the principal’s concurrent business‑consulting activities and rental property interests as outside business activities.
To learn more about the advisors currently working at West Arbor Solutions, LLC, 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 |
|---|---|---|
Petoskey, MI
| 5
| |
Petoskey, MI
| 4
|
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