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As a Family CFO, building close relationships with clients is crucial to Dan West and his team. “We work so closely with our clients’ personal and financial affairs that we tend to develop very close relationships with them and their families,” he says.

Those personal relationships are vital to helping the West Mealey Team work with clients to set and achieve goals and respond to any financial situations that arise. “That closeness compels us to do the very best we can for them, to be extremely proactive and responsive to their needs and concerns and do only what is in their best interests,” says Dan. “We strive to be their advocate at all times.”

All in all, the West Mealey Team provides peace of mind by serving as a trusted partner and friend that will go the extra mile to help clients reach their goals.