Indian Wells, CA 760 Highway 111 Office

West Wealth Group provides investment advisory, asset management, and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $616.7 million in discretionary assets and delivers services through an 18‑advisor team and a network of advisory affiliates and DBAs.

The firm offers both discretionary and non‑discretionary portfolio management, typically implementing model portfolios and a blend of fundamental, technical, Modern Portfolio Theory and cyclical analysis with periodic rebalancing and ongoing monitoring. Financial planning is included for asset management clients and is also available as a standalone service; West Wealth Group may recommend third‑party money managers and acts as a 3(21) and 3(38) fiduciary for retirement plans.

Noteworthy aspects of the practice include its networked operating model—advisory services are coordinated through affiliated practices while investment advisory services are provided by West Wealth Group—and ancillary offerings such as access to tax preparation and limited estate‑document assistance through unaffiliated CPAs and law firms. The firm also makes insurance products available through affiliated insurance entities, conducts educational seminars and webinars, and serves a relatively large client base (about 2,736 clients across 18 advisors), resulting in a higher client‑to‑advisor ratio than is typical for many team firms.