A complete list of active advisors currently associated with West Invest

Warmer can help you find a great advisor at West Invest or one who fits your needs even better.

West Invest provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), as well as pension/profit‑sharing plans and business entities. The firm documents client objectives and risk tolerance in an Investment Policy Statement and offers ongoing monitoring, tailored financial planning, and implementation across areas such as tax, estate, cash flow, and insurance. Investment decisions are informed by fundamental analysis, modern portfolio theory, and quantitative methods and implemented with a long‑term trading orientation; portfolios commonly include mutual funds, equities, ETFs, fixed income and real‑estate funds. West Invest generally manages accounts on a discretionary basis, produces written IPSs, and delivers quarterly custodian reports while conducting periodic reviews triggered by material events or client changes. Noteworthy aspects disclosed in the brochure include the firm’s recent formation and small team structure combined with a requirement that clients custody assets at a specific broker‑dealer, and principals who also serve as registered representatives and licensed insurance agents — arrangements the firm discloses and manages through conflict‑of‑interest policies. The firm also permits eligible clients to participate in IPO allocations and maintains written allocation procedures for limited‑share opportunities, a practice that is less common among peers.

To learn more about the advisors currently working at West Invest, 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.