Advisory Group West
“Where Planning Works.”
We have a vision: When families are on a financially secure trajectory, they get to share more abundantly with people and causes they care about.
We have a mission: To encourage California families to align their financial priorities to their personal values.
What We Do
Re-imagine and re-chart major financial security components for each family:
- Asset Protection,
- Diversified Growth,
- Lifetime Income,
- And Estate Preservation.
We’re here for each other.
Our commitments to clients:
- Beginning with the end in mind and engaging in each family’s best interest by aligning financial priorities with their values, terms and conditions.
- Remaining focused on purpose, goals and quality relationships, more than tools.
- Providing education and coaching sessions with deep respect for an individuals’ pace.
- Recognizing wealth management is a lifestyle, not a rate of return.
- Working as a team with our clients, knowing where we’re going together. We aim for consensus, then all speak with “one voice”.