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West Capital Management | Beyond Managing Money™

News & Insights. You, the Client. How to Hire an Advisor. You, the Client. How to Hire an Advisor. Going Above and Beyond. Is Simply What We Do. Truly protect the peace of mind you’ve worked so hard to achieve. Discover the Family Office Experience. Piece of your wealth plan? Find out if these common pitfalls apply to you. Wondering how to select the right advisor? Find out why you need to go beyond money management. Comprehensive solutions tailored to you. Learn about our family office suite of services.

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West Capital Management INC

1818 M●●●●●●Street

Phil●●●●phia , PA, 19103

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1.21●●●●1820
1.21●●●●1419
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WEST CAPITAL MANAGMENT INC

West, Matt

1818 Marke●●●●●●●●●●Suite 3323

Phil●●●●phia , PA, 19103

US

1.21●●●●1820
1.21●●●●1419
mw●●●@WESTCAPITAL.COM

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WEST CAPITAL MANAGMENT INC

West, Matt

1818 Marke●●●●●●●●●●Suite 3323

Phil●●●●phia , PA, 19103

US

1.21●●●●1820
1.21●●●●1419
mw●●●@WESTCAPITAL.COM

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West Capital Management | Beyond Managing Money™ | westcapital.com Reviews

https://westcapital.com

News & Insights. You, the Client. How to Hire an Advisor. You, the Client. How to Hire an Advisor. Going Above and Beyond. Is Simply What We Do. Truly protect the peace of mind you’ve worked so hard to achieve. Discover the Family Office Experience. Piece of your wealth plan? Find out if these common pitfalls apply to you. Wondering how to select the right advisor? Find out why you need to go beyond money management. Comprehensive solutions tailored to you. Learn about our family office suite of services.

INTERNAL PAGES

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1

Our Clients | West Capital Management

http://www.westcapital.com/our-clients

News & Insights. You, the Client. How to Hire an Advisor. You, the Client. How to Hire an Advisor. As an independent, fee-only wealth management firm using a multi-family office structure, West Capital Management advises individuals, families and small to mid-sized institutional clients. As a client of West Capital Management, you are the CEO of a three-part team of specialized experts the TRIPOD. Who report directly to you. Your team works together to address every aspect of managing your wealth.

2

FAQS | West Capital Management

http://www.westcapital.com/do-you

News & Insights. You, the Client. How to Hire an Advisor. You, the Client. How to Hire an Advisor. Do you have newly opened investment accounts since creating your estate plan? Do you have or are you considering the use of life insurance to provide estate liquidity? Do you know if there is the use of leverage inside of your investment strategies? Certain investment strategies can utilize leverage to enhance potential returns. Leverage is not always transparent when reading an investment statement and...

3

How to Hire an Advisor | West Capital Management

http://www.westcapital.com/how-to-hire-an-advisor

News & Insights. You, the Client. How to Hire an Advisor. You, the Client. How to Hire an Advisor. Choosing a financial advisor is a challenging task. How to Hire an Advisor. Hiring an Advisor: What You Need to Know. Does the firm’s compensation structure conflict with its objectivity? Your advisor should offer you unbiased advice and be motivated to serve your interests rather than to earn a commission. Which the National Association of Personal Financial Advisors [NAPFA] provides.). WCM assign a team o...

4

Disclosure | West Capital Management

http://www.westcapital.com/disclosure

News & Insights. ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY. New York, NY. News & Insights.

5

Resources | West Capital Management

http://www.westcapital.com/category/resources

News & Insights. Look here soon for valuable investment management and wealth planning resources! Look here soon for valuable investment management and wealth planning resources! New York, NY. News & Insights.

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West Capital Management | Beyond Managing Money™

News & Insights. You, the Client. How to Hire an Advisor. You, the Client. How to Hire an Advisor. Going Above and Beyond. Is Simply What We Do. Truly protect the peace of mind you’ve worked so hard to achieve. Discover the Family Office Experience. Piece of your wealth plan? Find out if these common pitfalls apply to you. Wondering how to select the right advisor? Find out why you need to go beyond money management. Comprehensive solutions tailored to you. Learn about our family office suite of services.

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HERE TO SERVE YOU AND YOUR FAMILY. A full-service financial planning firm, West Capital Advisors, Inc. offers clients total estate and retirement planning to help ensure they leave lasting legacies for generations. Celebrating our 18th year helping individuals and families reach their financial goals, West Capital Advisors can customize a plan just for you. 1367 South 740 East. Orem, Utah 84097.

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