Founded in 1993, West Invest, LLC is an independent, fee-only wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The company operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. West Invest provides personalized financial planning and investment management services, focusing on creating and managing diversified portfolios tailored to the specific goals and risk tolerance of its clients, which primarily consist of high-net-worth individuals, families, and trusts. They do not earn commissions on product sales, ensuring their advice remains objective.

Founded in

United States