About West Capital Management
For more than 20 years, West Capital Management has focused on developing custom planning and investment strategies tailored to each client’s unique circumstances and greater ambitions. The proven family office model empowers the client to make prudent decisions based on the customized tax and estate planning, investment, and risk management guidance West Capital Management provides. Clients benefit from the unparalleled integration and continuity that our structure offers as it not only uncovers hidden risks but also delivers cost savings by reducing any redundant services while also uncovering potential oversights and consequential fees.
Experience & Credentials
- Founded in 1994*
- CFP®, CFA®, J.D., LL.M. in Taxation, CPA, CIMA® designations on staff
- More than 100 years of combined professional experience
- Properly staffed for equally strong expertise in investment management and wealth planning
Family Office Model
Instead of relying on the narrow viewpoint of a single advisor, you receive dedicated attention from three credentialed specialists who are directly accountable to you. Modeled after the family offices that serve the world’s wealthiest families, this proven approach helps avoid mistakes and delivers a truly comprehensive wealth management solution.
Credentialed Wealth Management Experts
Your team includes an investment analyst (CFA® charter holder), a wealth planner (J.D., or LL.M. in Taxation, CPA), and an Advisor (CIMA, CFP®). They bring sophisticated expertise to every facet of your plan.
As a fee-only advisor with no commissions, we provide objective advice with your best interests in mind.
Family Office Facts
- Fully-Custom Solutions
- Fee-only based on assets under management
- No commissions
- $1,000,000 investment minimum
- Unique Client Service Model
- No product sales
* West Capital Management Inc., was founded in 1994. October 14, 2016, WSFS Financial Corporation acquired the assets of West Capital Management, Inc. WSFS Capital Management D/B/A West Capital Management was formed in 2016 and registered with the SEC on October 6, 2016.