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West Capital Management

Philadelphia, Pennsylvania, United States

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General Info:

With an expert team of legal, tax and financial professionals, West Capital Management offers completely customized portfolio recommendations, objective, independent investment research, integrated estate and tax planning, and aggregated performance reporting. Through a holistic approach to wealth management, our multi-family office caters to clients’ unique needs, integrating family, work, lifestyle, and estate/tax planning into a tailored wealth management plan. Furthermore, West Capital Management is a multi-family office, a service that is usually only available to ultra-high net worth clients. However, we provide this service to clients with a lower minimum, but still create custom recommendations and estate and tax plans for individuals, families, and small businesses for an all-inclusive fee.

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