How We’re Different

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Less talking and a lot more listening. It’s important to us that we get to know you and your family on a personal level. We are proud to have built relationships with our clients that run deep in trust and friendship. At Eagle West it’s never just about the investments. We are as comfortable discussing your investments as we are about offering advice on life insurance, estate planning and even strategies for those clients’ children who are interested in getting into medical school.

We trade on multiple platforms. You can most likely keep receiving the statements you are familiar with such as those from Schwab, NFS, Fidelity, TD Ameritrade, etc. At Eagle West, we fit into your solution – you don’t fit into ours.

We’ve raised the expectations of how clients should be treated. As a boutique investment firm, we are proud to offer that personal touch.

Bottom Line:

  • We treat our clients better than the industry minimum.
  • We care about the whole investor not just their investments.
  • We advise clients beyond simply their finances and focus on meeting other important goals as well.
  • We trade on multiple platforms. You don’t have to move your accounts to us. Pick the ones you prefer: Schwab, NFS, Fidelity, TD Ameritrade, etc.
  • We are and will remain a firm that has no product or quota agenda. Therefore, we will always focus on choosing the best available solutions and what is right for you.

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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.