Who We Are
West Wealth Management, LLC is a fee-only wealth management firm located in Scottsdale, Arizona. Our firm helps people grow and protect their wealth with comprehensive personal financial planning unique for each client and a quantitative investment management approach. Make confident financial decisions throughout all life stages with an advisor acting in your best interest.
Who We Serve
We serve discerning individuals, couples, and business owners throughout Iowa, Arizona, and across the country who have an independent spirit with high expectations for life and their financial advisor.
Typically, people are seeking a plan of action to get on track with their financial goals and stay on track over time. Others need help making specific financial decisions during a life transition like the birth of a child, changing jobs, or retiring from a career. Most people want advice on complex financial decisions they are not comfortable doing alone anymore, such as preparing their income tax returns and making technical investment decisions.
Influential Women
Influential women seeking an advisor who truly understands their goals, values, and vision.
Active Retirees
Active retirees seeking sustainable and tax-efficient retirement income.
Empty Nesters
Empty nesters preparing for the next stage of life.
Executives
Executives seeking tax-efficient investment strategies and advice on incentive compensation and stock plans.
Business Owners
Business owners seeking financial advisory support and retirement plan services.
New Parents
Parents planning for children’s college.
