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’ for 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.
Talking to Us About Your Wealth Management Needs
These discussions are led by Gus Ozag, CFP®, one of the original founders of WestEnd and the Firm’s Chief Financial Planning Officer, who brings more than 30 years of experience providing financial planning guidance. His work spans retirement income planning, estate and legacy considerations, tax-aware strategies, insurance and risk analysis, and coordinating with clients’ CPAs and attorneys to help ensure financial decisions align with long-term objectives.
Jacey West has worked in financial services since 2016 and assists clients with budgeting and cash-flow analysis, account structure decisions, and implementation as part of the broader wealth management relationship. She maintains her Series 66 registration and a life insurance license.
If a financial decision feels meaningful, complex, or long-term in nature, that is usually the right time to involve us.
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.
