Our Team

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Our Retirement Management Services team includes registered financial advisors and holders of the Certified Financial Planner(TM) and Chartered Retirement Plans Specialist designations, asset managers and long term care specialists. Our team has access to lawyers and CPA’s who may provide additional services as needed. At this retirement management company, everyone works diligently to help ensure your financial future so you can experience the retirement lifestyle you’ve worked so hard for.

The Wealth Financial Group West team is dedicated to providing the information and guidance for your retirement. Below, read about our individual team members and our diverse portfolio of life experiences. We feel like a family here, and hope that you’ll feel the same when we meet!

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12 investment mistakes to avoid

The world of investing can be a difficult one. There are so many variables that can impact your overall investment returns. Global and political discord, corporate earnings reports and investor uncertainty all add to the equation. This eBook will help you get started down the right path towards avoiding these mistakes.

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