West Financial Services, Inc.

West Financial Services, Inc. is a fee-only investment adviser registered with the SEC, founded in February 1982 and a subsidiary of Sandy Spring Bank since 2005. They offer investment advisory services to individuals, high net worth individuals, retirement and profit sharing plans, charitable organizations, and corporations. Their investment philosophy focuses on diversified portfolios tailored to each client's circumstances and goals. WFS manages $2,574,623,952 in assets through 919 client relationships, with $2,542,049,498 in discretionary assets and $32,574,454 in non-discretionary assets as of December 31, 2024. Clients can receive Investment Management Services, Financial Planning Services, Personalized Consulting Services, and Retirement Plan Services. Fees for Investment Management Services are tiered based on asset levels, starting at 1.00% for assets up to $2 million. Financial Planning and Personalized Consulting Services are charged at $250.00 per hour or a fixed fee. WFS has a Code of Ethics and does not vote proxies for client securities. They do not have any disciplinary events to report. Clients' accounts are held at Charles Schwab & Co., Inc. or Fidelity Investments, and WFS may provide services on a discretionary or non-discretionary basis.