From WestStar Prosperity Partners
WestStar provides professional financial planning and investment management services to guide clients in building secure financial foundations, growing and protecting wealth, and turning their life’s work into a rewarding retirement. We assist clients in developing and implementing financial plans that target their personal and business financial planning, investments, tax, risk, and retirement goals. Clients trust WestStar for crafted solutions to optimize their stock compensation and investment portfolio management, college funding, mutual funds, charitable giving, estate planning, and more. They feel secure in the decisions they make, and the care we take to manage their personal and family prosperity.
Google: 5/5
Timely and excellent investment planning, advice and support. Highly aware of markets, products and solutions for various investments and goals. Smart information that is easily digestible. Trusted partner in my personal finance and consistently available to take on my questions and needs. I highly recommend WestStar for all of your financial planning! ?????
We have been working with Sam and Erik for many years now. They are transparent and help build our financial portfolio in a non pressure environment. We know they have our best interest in mind.
Erik and Sam are THE BEST. I didn't know what to expect, working with financial planners for the first time, and they've made everything easy to understand. No matter what career stage my husband and I are in or what goals we want to reach, Sam and Erik have become our trusted advisors. It's so important to have a solid resource for all things money and investment management, being in our 30's, to set us up for a successful future. Truly so grateful to be their client!