Why WestStar?
Why WestStar Prosperity Partners?
Confidence and Clarity in an Uncertain World
We’re a mature business and a dynamic team of financial professionals, serving clients throughout the US from our offices in Bellevue, Issaquah, Enumclaw, Everett and Gig Harbor (Washington), and Fairbanks in Alaska.
We believe that prosperity is about attaining financial confidence, the freedom to live the life you choose, and making the most of your working and retirement years.
People from all walks of life bring their unique dreams to us. Some are spreading their wings while others are flying high. We have clients winding up towards retirement or winding down into it, and we also advise and guide many business owners and tech executives.
They’re all very good at what they do, but not necessarily good at what we do.
We help our clients to define what they want from life for themselves and those they love. We build holistic 360° financial plans that target their goals and are strategically reviewed throughout their journey, tracking their progress and course-correcting to keep them on track and on plan.
Our unique 360˚ financial planning approach and processes provide clients with predictable financial outcomes and real assurance in an uncertain world. We can measure their probability of success, and their trajectory.
We deepen our clients’ knowledge about money – how to manage it astutely, and balance today’s needs and tomorrow’s goals. And we support them every step of the way.
We believe that trust is earned, and that relationships built on trust last a lifetime.
What Makes a WestStar Advisor Your Ideal Partner?
Your Mentor | Your Coach | Your Guide
Everybody needs coaching, advice and encouragement to reach their potential, and with us, it’s no different.
Your Mentor | Beyond being your professional financial advisors, our passion is to mentor you through the most significant parts of your journey ahead. In co-creating the foundations to build your dreams, you get real insight into how we go about it, what really matters, and why.
Your Coach | Your coach is the one doing the rallying, encouraging and reminding. We keep you on track over the bumps and around the potholes; always holding your goals and timeline in focus.
Your Guide | Once we’ve designed your plan and built your personalized 360 ˚roadmap, we help you execute on strategies that target your destination. We prioritize your goals, map out the steps to get there, monitor progress, and guide you every step of the way.