ACHIEVE YOUR
VISION OF SUCCESS

FINANCIAL PLANNING, LIFE & WEALTH MANAGEMENT FOR BIG THINKERS

MEET THE EAGLE WEST
FINANCIAL PLANNING TEAM

Rick Watson - The Eagle West Philosophy

Mike Clarke - Achieving the Life You Want Through Financial Planning

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with the right advisor for your needs.

We will simply talk about your situation and
how we approach achieving your vision of success.

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CLIENT SPOTLIGHT

Lisa Trent - Our family's victory over leukemia.

It is perhaps the worst thing a mother can hear, “Your daughter has leukemia.” Listen to Lisa’s inspiring story of how the Trent family came together to help her 8 year old daughter, Monica, win a fight for her life. It’s an important story of hope and survival for anyone who is struggling with a child or loved one who has fallen ill.

Miles Tashima - What happens when a skilled surgeon finds that he has a serious medical issue of his own?

Miles Tashima, receiving a diagnosis of colon cancer was forced to undergo an abrupt change to life. See how he faced his difficult emotional and financial challenges with courage and with the support from those who love him. There were even some unexpected benefits from his experience.

Robin Miller -  How “Operation Smile” changed my life.

After 20 years as an anesthesiologist, Robin wanted to make a bigger contribution. She found it in far away villages, giving children with severe facial deformities a normal life. Listen to her inspiring and heartbreaking story about Operation Smile.

Alfonso Barba - Listen to his compelling and challenging story of getting into medical school.

Listen to Dr. Alfonso Barbra speak about his compelling and unique story of getting into medical school. As a student, Dr. Barbra also became one of the few people who actually choose which medical students got accepted to the university. This behind-the-scenes perspective will be invaluable to anyone who is considering a career in medicine.

THE EAGLE WEST

ELEVATE PROCESS

Achieve Your Vision Of Success With Us

No matter what your vision of success is, we will help you to achieve it. Join us and enjoy the personal benefits of being with the Eagle West team.

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OUR STORY

How We’re Different

At Eagle West we have a commitment to our clients that goes far beyond simply financial planning and managing money. We get “involved” with them. That involvement extends to helping them create those things that bring a deep and personal satisfaction to their lives.

After all, what’s the point of a secure financial future if it isn’t rooted in happiness for yourself and for those you love? Our clients tend to be those who are committed to a deeper purpose than simply the acquisition of wealth.

We are proud to support them in their life purposes in every way possible. When you work with Eagle West you will have a company that is dedicated to your vision of success and compliments the driving principles by which you live your life.

Our Mission

Our founding principle is to provide our clients with the highest degree of financial planning knowledge, investment skills and personal compassion for their life and family that they simply cannot find anywhere else. Our success as a firm depends on our strict adherence to this mission in every interaction we have with our clients. We choose to be guided by their satisfaction.

Our Performance For You

For us, it’s simple. Be professional and be organized. Phone calls get returned quickly. Questions are answered thoroughly. We can supply clients with agendas prior to meetings and send complete summary letters afterwards. We say the things that our clients might not want to hear but we know that they need to hear.

We bring the truth about your financial life; direct and unfiltered. We are there with you in determination with your struggles and your joys. While this personalized style of interaction isn’t a fit for everyone, at Eagle West we tend to work with investors who are as bold and demanding as we are.

Bottom line – we use our expertise in finance and wealth management to put your interests first so we can serve you the best.

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WHO WE SERVE

HEALTHCARE PROFESSIONALS

CORPORATE 401K's

BUSINESS OWNERS

INDIVIDUAL INVESTORS

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker / Dealer, Member FINRA / SIPC. Investment Advisor
Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Elevate and Eagle West are not affiliated with Cambridge.

This communication is strictly intended for individuals residing in the states of AK, AZ, CA , CO, FL, GA, HI, ID, MD, MI, MN, MO, MT, NV, NY, OR, TX, UT, VA, and WA.
No offers may be made or accepted from any resident outside the specific states referenced.

This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.