FINANCIAL PLANNING FOR
DREAMERS WITH A VISION

About Eagle West

At Eagle West our commitment is to you, our clients. We go beyond just managing money and actually get “involved” to help you create a deep and satisfying life that is rooted in happiness for you and all those you love. After all, isn’t that what life is all about, being happy, content and secure?

Eagle West clients tend to be those investors who are committed to a deeper purpose than simply the acquisition of wealth. We understand this type of personality and the lifestyle that accompanies this profile and are pleased to be able to support you in every way possible.

Here at Eagle West you can be assured you’ll be working with a team of professional financial experts who will be by your side. In addition, you’ll be backed by an experienced company that is dedicated to your vision of success that complements 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 knowledge, investment skills and personal compassion for your life and family that you 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 your satisfaction.

Our Performance For You

It’s a simple concept: professionalism and organization. We believe in answering your phone calls promptly and no matter what your questions, you can always expect thorough answers. If you prefer, we will provide you with not only agendas prior to any scheduled meeting but a complete summary afterwards as well.

Sometimes we may have information about your investments you may not want to hear but it will be the truth about your financial life, told in a direct and unfiltered manner. And 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 to always put your interests first so we can serve you the best.

Check the background of this investment professional on FINRA's BrokerCheck

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.