West Financial Strategies, Inc.

EST. AUM
$121,014,544

CONTACTS

CLIENT ACCOUNTS
318

Firm Details

Metro area Raleigh
CRD Number 118241
Website westfinancialstrategies.com
Client types

Overview

West Financial Strategies, Inc. is an SEC-registered, fee-only investment advisory firm headquartered in Sanford, North Carolina, founded in 1997. The firm provides investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Its investment philosophy is based on strategic asset allocation and globally diversified portfolios, with a focus on long-term wealth accumulation and risk management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

West Financial Strategies, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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