Most people assume financial planning is simply about the money. Of course this is a critical component, yet there is more to it than that. It’s really about you, your values, your family, and your relationships. From our very first meeting, we encourage you to articulate what is most important to you. As we work through this process, a clarity and direction emerge that will set a course towards addressing the financial goals desired for you and your loved ones, in pursuit of the life you envision.
What We’re About
NewWest Advisors has built strong and lasting client relationships based upon trust – on the sure knowledge among our clients that we always offer access to independent and objective advice and on the clear understanding that we deliver on our commitment to them. We develop and maintain this trust by conducting our business with honesty, sincerity and integrity and by making the best interests of each client our first priority.
To be entrusted to serve as the steward of a client’s wealth is a great privilege and a great responsibility. Our purpose is to honor your commitment to us by providing the service, performance and confidence that our clients both expect and deserve. In every aspect of our operations – from the investment management of our client portfolios, to the strategic relationships that we build with outside experts, to the people in our organization – our steadfast focus is on outstanding execution.
We serve as a guide and advocate to our clients and their families. Our advice is not based simply on the numbers. Your goals, family values, financial philosophy, family relationships, and traditions are all integral and vital elements towards making sure your financial and social capital is used to create the life you want to have. When an opportunity comes your way or a dilemma is placed in front of you, we are here to guide and help you make the best decision.