We believe that strong values are key in every aspect of life. We use our values to help provide quality client service and guide our day-to-day operations. Our values are the foundation of West Invest and include:
Independence:
We are independent LPL financial advisors, meaning that we aren’t tied to any proprietary product sales or motivated by commission. We have the flexibility to recommend investments that are right for your personal situation and work for you.
Education:
We believe in not only educating ourselves on the ever-changing financial landscape, but also educating our clients on their investment decisions. We want to help simplify your financial life by showing you the steps it takes to build a comprehensive financial plan.
Accountability:
We know how important it is to follow through on our word and if we say we’re going to do something, our clients know that we will do it. We believe in transparent communication and owning up to our decisions.
Partnership:
Our most successful client relationships occur when we have a partnership and work together. We work with you to clearly understand your goals, investment philosophies, financial situation, and more.
Trust:
In continuing our partnership with clients, we work best with clients who appreciate a mutual relationship of trust. We trust our clients to provide us with the most accurate data, and we strive to earn their trust in us to make financial recommendations that are in their best interest.
