WEST PACES ADVISORS WILL PROVIDE ITS CLIENTS WITH PROFESSIONAL MANAGEMENT AND SOLUTIONS FOR CREATING, MAINTAINING, AND TRANSFERRING WEALTH.
The firm was founded in 2015.
The three Principals have over 77 years’ experience in providing wealth management expertise.
The firm is unique in its marketplace due to its intergenerational approach to investment management. By providing wealth transfer planning services, client assets are managed to meet current needs while preserving wealth for the benefit of future generations.
The firm’s Principals assure each client of confidentiality, objectivity, and responsiveness. If a client is not satisfied with the quality of service they receive, that quarter’s fee will be refunded. No questions asked.
The Principals recognize the importance of stability and how turnover undermines the development of long-term relationships. To promote employee longevity, every member of West Paces Advisors will be given an opportunity to share in the profits of the firm.