West Wealth Management Joins Ameriprise Economical in Research of Independence and Support to Create a Additional Efficient Enterprise

West Wealth Administration Joins Ameriprise Economical in Look for of Independence and Assist to Create a A lot more Efficient Organization

West Prosperity Management, which includes Non-public Prosperity Advisor Michael West, CFP® and monetary advisors Andrew West, AIF® and Laura Cook, CFP®, recently joined the impartial channel of Ameriprise Economical, LLC (NYSE: AMP) from Raymond James with $150 million in property underneath management. The crew had been searching for the proper time and opportunity to move independent they felt self-assured going now simply because they discovered the flexibility and effectiveness to carry on to deliver a premium degree of provider to their clientele and strategically broaden their practice.

This push release attributes multimedia. Watch the comprehensive launch right here: https://www.businesswire.com/news/home/20201217005141/en/

“We have big objectives to create efficiencies and increase West Prosperity Management. Time is a precious resource, and the motive I operate this business is since I needed adaptability to shell out my time in which it’s most important,” said Michael West, who has 28 years of practical experience in the industry. “What drew us to Ameriprise was the option to be impartial – that means to sustain command of our surroundings and have much more flexibility in the way we established up our practice – when owning a strong countrywide manufacturer supporting us.”

Andrew West joined his father’s observe in 2011 and has designed strategic partnerships with business entrepreneurs to give described profit strategies and information on executive payment inside the retirement program house. “My focus is establishing partnerships with facilities of affect, like CPAs, and assisting enterprise entrepreneurs with corporate retirement plan style and design. We seem ahead to having this location of our organization to the subsequent stage.”

Laura Prepare dinner joined the follow in 2013 and has constructed a reputation for serving women of all ages customers. “It’s no solution that girls, primarily doing work mothers, have been especially impacted by the pandemic. Our staff has worked challenging to enhance their money self confidence by certainly listening to their concerns and encouraging them build a program to achieve their aims.”

Michael West’s crew also consists of his daughter and consumer concierge Katherine West, operations manager Priscilla Rackley, and receptionist Emily West. The exercise, which is centered in Travelers Relaxation, South Carolina, serves a vast range of clientele and firms in 33 states across the state. Michael Barker supports the crew as their Ameriprise franchise field vice president.

More than 4,300 monetary advisors have joined Ameriprise considering that 2008.1 To obtain out why skilled economic advisors are signing up for Ameriprise, go to ameriprise.com/why.

About Ameriprise Monetary

At Ameriprise Monetary, we have been aiding people today experience assured about their economic potential for far more than 125 yrs. With extensive advisory, asset administration and insurance policy abilities and a nationwide community of somewhere around 10,000 monetary advisors, we have the toughness and expertise to serve the comprehensive vary of unique and institutional investors’ financial wants. For a lot more information, or to uncover an Ameriprise economical advisor, stop by ameriprise.com.

Ameriprise Financial Services, LLC is an Equal Chance Employer.

Ameriprise Economical Companies, LLC. Member FINRA and SIPC.

1 Business data as of Q2 2020.