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 portfolio management and financial planning to individuals, high‑net‑worth clients, pension and business entities. The firm offers ongoing discretionary portfolio management and prepares written Investment Policy Statements tailored to each client’s goals, risk tolerance, and time horizon. The firm’s investment process combines fundamental analysis, modern portfolio theory and quantitative methods and generally implements long‑term strategies using mutual funds, equities, fixed income, real estate funds and ETFs (including precious‑metal ETFs). Risk tolerance and asset allocation are documented in each client’s IPS, and the firm states it seeks fair and equitable allocation of investment opportunities across client accounts while monitoring portfolios regularly. Distinctive features disclosed in the brochure include that the firm was formed in July 2023 yet manages roughly $304 million in discretionary assets across several hundred client accounts, and that its principals also serve as registered representatives of LPL Financial and as licensed insurance agents. West Invest requires clients to custody assets at LPL, receives research/practice‑management benefits from that relationship, and utilizes standing letters of authorization to effect transfers — conflicts and benefits the firm discloses and says it mitigates through disclosure and suitability reviews.

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.