West Wealth Management relies on close ties for customer success
When clients come to Travelers Rest-based West Wealth Management, they’re joining a legacy. Michael West, a seasoned financial advisor with over 30 years of experience, founded West Wealth Management nearly a decade ago with the vision of establishing a family-centric practice.
Today, that vision is carried forward by his son, Andrew, the practice’s managing director. Critical to providing a high-level client experience is the entire team of professionals, which includes: Collin Castlebury, Associate Financial Advisor; Priscilla Rackley, Office Manager; Katherine West, Client Relationship Manager; Emily West, Client Concierge’ and Angela West, Scheduling Assistant
“Because working with generational wealth transfer and succession planning can be very complex, the ability to confidently point our clients to our own success story is an amazing thing. We’ve taken the same approach with our family and family office that we take with clients,” Andrew said.
This approach is a hallmark of the West Wealth Management culture.
Michael highlighted: “We have clients whose families we’ve worked with for three or four generations, which speaks to the deep, personalized relationships we cultivate — essential for effective succession planning.”
West Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, is dedicated to being the premier practice for generational wealth planning in Travelers Rest and across Upstate South Carolina.
Ameriprise Financial provides financial services without regard to religious affiliation or cultural background. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial does not offer tax or legal advice. Consult with a tax advisor or attorney. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
