Everything Started in 2007

Our success is the direct result of our extensive research. We spend countless hours reading SEC filings and annual reports to find high quality investments. We have long-term clients because we put their needs first. Our philosophy is to put your needs first and everything else will take care of itself. Each financial decision you make builds on past decisions. We want you to make the most informed decision possible at the time of each event.
We focus on Comprehensive Wealth Management.
- Ray West
Our Team

Meet the Executive Team

Charles R. West Jr.

Managing Partner

Andrea G. Bryant

Chief Compliance Officer

Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
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