Sunset West Advisors

Company Overview

Welcome to Sunset West Advisors, a premier wealth management firm dedicated to providing personalized and comprehensive financial solutions. Our team of experienced advisors is committed to helping you crystallize your unique financial objectives and offering tailored strategies to achieve them. We are a 100% fee-only firm, ensuring our interests are aligned with yours, with no exceptions.

Our Mission

Our mission is to help clients define and attain their financial and lifestyle goals in the simplest and most transparent way. We believe in fostering long-lasting relationships with our clients, empowering them to make informed decisions, and providing exceptional service at every step.

Our Services

*Financial & Retirement Planning*

Our approach to financial planning is based on the understanding that each client has a unique set of financial circumstances and lifestyle needs. We take the time to understand your individual needs and risk tolerance, then design a holistic plan that considers all aspects of your financial life. Our comprehensive plan includes budgeting, expense management, and risk management strategies tailored to your priorities and goals.

*Investment Management*

Our investment solutions encompass a wide range of assets, including cash, fixed income, equities, real estate, and alternative investments. We leverage our intellectual capital and expertise to create multi-faceted investment portfolios that minimize risk and maximize return. Our optimal investment allocations among different asset classes are designed to help you manage your wealth effectively and achieve your financial goals.

*Tax Planning Strategy*

We believe that tax planning is an integral part of your financial success. Our experts evaluate your tax situation and develop strategies to minimize your tax burden. We work closely with your tax professionals to ensure a cohesive and integrated approach, empowering you to keep more of your hard-earned wealth.

*Estate Planning Support*

We understand that preserving and transferring your wealth to future generations is essential. Our team provides estate planning support, working alongside your legal and tax advisors to develop a comprehensive estate plan. We ensure that your legacy is protected and transferred according to your wishes.

*Evaluation & Reporting*

Transparency and communication are the cornerstones of our client relationships. We provide regular performance evaluations and comprehensive reports to keep you informed and empowered. Our clear and concise reporting enables you to track your progress and make informed decisions about your financial future.

Experienced Advisors & Institutional Resources

Our team of experienced advisors and institutional resources are dedicated to providing exceptional service and personalized solutions. We adhere to the Fiduciary Standard of Care, ensuring our clients' best interests are always placed first. Our firm is built on principles of integrity, teamwork, professionalism, dedication, and flexibility. We invite you to start your wealth planning journey with us.