Who We Are

How We Work

West Invest was founded by Marty West in April 2000. Marty found that by creating his own company it allowed him the freedom to choose the people he works with and the flexibility to provide any financial strategies for his clients. He enjoyed the opportunity to work out of his home office for 18 years, giving him time to be with his family and meet with clients where they preferred.

With a client comefirst mentality, the West Invest team has grown in the past few years to include Marty’s three children, Blair, Emily, and Audrey.

West Invest was also happy to partner with Steven Avery from Harbor Bell Financial in 2020, as well as Ed Williams from Bayport Financial 2021.With all advisors having different backgrounds in the business, it allows them to leverage each other’s knowledge for the benefit of their clients.

West Invest still has the flexibility to meet at the location that suits our clients best, but now our day-to-day operations are conducted at 1801 F ST, Bellingham WA 98225.

 

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Steven Avery

Steven Avery

Financial Representative

3607386019

3607382096

Ed Williams, CFP

Ed Williams, CFP

LPL Financial Advisor

360-332-8900

3607382096

Emily  Schultz

Emily Schultz

Client Service Assistant

360-738-6019

360-738-2096

Audrey West

Audrey West

Client Service Associate

3607386019

3607382096