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At West Capital Wealth Management, we partner with LPL because LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.
At West Capital Wealth Management, we partner with The Financial Services Network’s Portfolio Consulting team in order to build portfolios reflective of the unique financial objectives of our clients. Together, we collaborate on portfolio construction and investment selection so that we are leveraging thought leadership and the diverse resources of an experienced team. Partnering with a team of investment professionals, focused on the day-to-day tasks involved in trading and re balancing portfolios, helps us devote more time to you, our valued clients.