all about you

As an independent, fee-only wealth management firm using a multi-family office structure, West Capital Management advises individuals, families and small to mid-sized institutional clients. As a client of West Capital Management, you are the CEO of a three-part team of specialized experts—the TRIPOD—who report directly to you. Your team works together to address every aspect of managing your wealth.

Without sacrificing quality, client service or company operating margins, West Capital Management’s family office approach is capable of handling clients of all sizes while still customizing investment strategies and financial plans to your particular needs. With no proprietary products and no sales commissions, you can be assured that we make every decision with your best interests in mind.

High Net Worth Individuals

Individuals & Families

  • Business owners
  • Executives
  • Professionals
  • Trusts
  • Retirees and pre-retirees
  • Beneficiaries

Institutions

  • Small- to midsized companies
  • Pension plans
  • 401(k) plans
  • Corporate operating accounts
  • Collateral reserve accounts
  • Associations
  • Endowments
Institutions

Serving both domestic and international clients