Fee-only investment advisors, dedicated to your financial success
Trust | Integrity | Transparency
Vermont-based, serving clients nationwide
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Investment Management
Incorporating your financial goals, time horizon and risk tolerance, we construct a balanced portfolio tailored specifically to your circumstances
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Financial Planning
As Certified Financial Planners, we believe that a well - constructed financial plan can help you reach your long-term financial goals with less stress along the way
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Endowments
Aligning an endowment portfolio with the mission and values of the foundation is an important process. Westview can help
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Individuals & Families
Seek protection and growth for your assets in every stage of life. Whether you’re mid-career, sending kids to college, or managing inter-generational wealth, we’re here to help
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Recognized as a Top Registered Investment Advisor in the U.S.
Westview was recognized in 2022 as a Top Registered Investment Advisor in the U.S. by Financial Advisor Magazine. Being a smaller, boutique-sized firm enables us to get to know each client individually, within the larger context of their life. We provide high-service and research-based insights with the overarching goal of helping clients identify opportunities, grow wealth, and manage risk effectively.
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Financial Advisors Magazine (FA) “Top RIAs” ranking: FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported on the advisors and verified by review of advisor’s ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. 2022 rankings are based upon year-end 2021 ADV filings. We encourage you to contact Financial Advisor Magazine if you would like additional information regarding their process or methodology. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor. Westview paid Financial Advisor for use of the “Top RIA” ranking logo in October 2022.
Westview is an independently owned Vermont-based firm, serving clients nationwide. Our comprehensive approach combines deep market insights, rigorous analysis, and a focus on risk management. Our goal is to provide clients with a solid foundation and peace of mind, even during times of uncertainty.
We’re an investment manager and a financial planning firm all in one. Our client-centered philosophy means that we are dedicated to building long-term relationships based on integrity and mutual success.
As Certified Financial Planners, we seek to build portfolios that work for you. Let us help you develop a plan geared toward reaching your long-term goals with less stress along the way!
Transparency and trust are at the core of our values. We prioritize open communication, ensuring that you are well-informed about your investments and progress towards your goals.
Ready to learn more?
A free initial consultation is a great way for you to determine if Westview is a good fit for your needs, and to ask us any questions
Fair & Balanced Disclosure: Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. Neither personalized nor specialized services, nor any professional credentials or designations, should be construed as a guarantee of client satisfaction or any particular outcome. Please see our Disclosures page for additional information regarding the professional credentials and Financial Advisor Magazine third-party rating discussed herein. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.