Broad-based Wealth Management

We’re a Registered Investment Advisor & financial planning firm all in one

Our Approach:

We cultivate strong client relationships, understanding each client’s financial position within the larger context of their life. With meticulous investment research and data analysis, we track market trends and provide professional planning and investment guidance for the long term.

Whether you’re a career-focused individual, are managing an endowment, or have multi-generational wealth planning questions, Westview is here for you. We strive to stay ahead of market trends, leveraging our expertise in pursuit of investment opportunities and effective risk management.

Our mission is to help clients financially succeed by partnering with them to grow and protect their assets through all of life’s transitions. Our commitment to this mission is fostered by a culture of forward-thinking, collaboration, education, objectivity and accountability.

We serve as a ‘financial quarterback’ for our clients’ monetary decisions and financial planning needs. Trust and transparency are at the core of all we do. We are a fee-only Registered Investment Advisor.

A boutique-sized firm that’s big on results

Westview currently manages $190 million in assets, and serves over 150 clients throughout the U.S. Our team works collaboratively to identify research-based solutions, and our expertise can help clients make informed decisions to achieve their important financial goals.

  • High Advisor to Client Ratio. Personalized, trusted service

  • 150 Clients. Individuals, families & businesses

  • $190 Million in Client Assets Under Management

  • Expertise & Credentials. FPA, MBA, CFP®, RIA

  • Vermont Based. 60% of our clients are Vermonters

Client relationships built on knowledge & trust

As a Registered Investment Advisor, Westview is obligated to act as a fiduciary to our clients. This means we have a duty of loyalty to act solely in the best interests of the client.

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: Assets Under Management totals as of December 31, 2023. 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.