Getting Wealth Management Advice from WestEnd
As clients know, our primary focus is to deliver you excellent service and strong long-term returns as your asset manager.
In short, if you have any questions about your financial situation outside of investments, please let us know. We can review your situation, offer actionable advice, and help you implement changes that make sense.
The list below is by no means comprehensive, but we hope it gives readers an idea of the types of situations/planning needs that we can assist with:
These are all wealth management and financial planning questions, and we want you to know that you can think of WestEnd as a ‘first stop’ getting answers. We can run an analysis and provide you thoughtful insights—again, at no charge. Having a CERTIFIED FINANCIAL PLANNER™ (CFP) professional in-house allows us to approach these conversations with structure and discipline, without turning them into overly complicated exercises.
It may be that following a conversation with us, we refer you to a tax attorney, CPA, estate planning attorney, or other external professional who can help you execute a plan. But at least you will have had an unbiased set of eyes on your financial situation by talking to us first.
If a financial decision feels meaningful, complex, or long-term in nature, that is usually the right moment to bring us into the conversation. That conversation is part of the service offerings we provide to clients.
Notes and Disclaimers
This newsletter has been prepared solely for the client to whom it was directed and may not be sent to any other party. Further, it contains highly confidential and proprietary information and trade secrets that are of independent, economic value to us. Any disclosure of this information could cause us competitive harm. By accepting this newsletter, you agree to keep strictly confidential all of its contents and may not reproduce, distribute, share or publish in any manner without our prior written consent. This letter is not, and is not intended to be, an advertisement within the meaning of Advisers Act Rule 206(4)-1.
In preparing this newsletter, we have relied upon information provided by the custodian(s) and other third-party sources we believe to be reliable and accurate.
Past performance does not guarantee future results. Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable. Changes in investment strategies, contributions or withdrawals, and economic and market conditions will materially alter the performance of your account. All investing involves risk of loss including the possible loss of all amounts invested.
Index Disclaimers
The benchmarks referenced are included to reflect the general trend of the markets during the periods indicated and are not intended to imply that the underlying returns were comparable to the market indices either in composition or element of risk. There are significant differences between client accounts and the indices herein including, but not limited to, risk profile, liquidity, volatility, and asset composition.
The S&P 500 Index is a capitalization-weighted index comprised of 500 stocks chosen for market size, liquidity and broad industry group representation within the U.S. economy. Index returns represent gross returns, and are provided to represent the investment environment during the time periods shown and are not covered by the report of the independent verifiers.
