We prioritize open communication, ensuring that you’re well-informed about your investments & progress towards your goals

For Individuals -

We provide guidance & assistance with:

  • Investment Strategy

  • Retirement Income Planning

  • Social Security Strategies

  • Tax-efficient Investing

  • Estate Planning

  • Purchase of Real Estate

  • Charitable Gifting Strategies

  • Insurance Planning

For Families -

We provide financial guidance for:

  • Generational Investment Strategies & Planning

  • Building College Funds

  • Optimizing Employee Benefits

  • Purchase of Home(s)

  • Spousal Savings Benefits

  • Income Tax Planning

  • Insurance Planning

  • Divorce

Generational Wealth Planning: Securing Your Legacy

Generational wealth planning helps maximize the value of your assets, minimize tax implications and mitigate risk to ensure a successful transition / transfer of wealth to the next generation. The Westview team is highly informed on strategies to protect and grow wealth over time so that our clients may create a lasting financial legacy for generations to come.