Westerman Group

The Westerman Group (TWG) has been a trusted partner for individuals and families seeking financial guidance and planning since 1989, when our founder, Vincent E. Westerman, started the company. Our commitment to delivering exceptional service, expertise, and personalized attention sets us apart from other financial advisors. We recognize that each client is unique, with their own life changing events and goals. Our experienced team is dedicated to providing objective and unbiased guidance to help our clients achieve their financial aspirations.

Your Team

At TWG, our team is comprised of experts who share our commitment to excellence and client satisfaction. Our staff includes experienced professionals with diverse backgrounds in finance, law, and business, who work together to provide comprehensive financial planning and investment management services. Our dedicated team is committed to building long-term relationships with our clients, understanding their goals, and creating customized plans to help them achieve financial success.

Our Philosophy

Our investment philosophy is rooted in the principles of transparency, integrity, and collaboration. We believe in fostering strong relationships with our clients, understanding their unique needs, and crafting personalized financial plans that align with their goals. We are committed to providing unbiased guidance, avoiding conflicts of interest, and ensuring that our clients' interests are always our top priority.

Services

With expertise in estate planning, retirement income strategies, and wealth management, we provide a range of services designed to help our clients achieve their financial goals. Our comprehensive services include:

• Investment guidance and portfolio management
• Retirement planning and income distribution strategies
• Estate planning and wealth transfer services
• Tax planning and minimization strategies
• Risk management and insurance planning

Expertise

Our team is comprised of experienced professionals with expertise in various areas of finance, law, and business. Our team members hold certifications and licenses, including FINRA Series 7 and 63 registrations, life, health, and variable annuity licenses, and are licensed attorneys-at-law. Our staff is committed to ongoing education and professional development, ensuring that our clients receive the latest information and best practices in financial planning and investment management.

Contact Us

We invite you to explore our website to learn more about our philosophy, services, and expertise. If you are seeking a trusted partner in your financial journey, we welcome the opportunity to discuss how we can help you achieve your financial goals.