Find Your Ideal WestStar Advisor Match
Our Advisor Match Process is as easy as 1-2-3
1. Take our 2-minute Advisor Match Quiz (Below)
We review your details before providing you the names of recommended WestStar Advisors, based on your unique situation and financial goals.
2. Review our recommended Advisor Matches
Visit our website to learn a little more about who they are, who they serve, and why they do what they do. You’re sure to find someone that you can picture a lasting relationship with!
3. Schedule a Complimentary Discovery Session
Choose 1 or 2 Advisors to meet with for a ‘no obligations’ discovery session. They’ll get to know what matters to you, discuss your expectations and explain how they’ll help you meet your financial goals.
Let's Plan your Flightpath to Prosperity.
Make the most of your financial future, with personalized advice you can trust, from a WestStar fiduciary.
We will never use your details for any purpose other than to contact you and keep you updated about our services. Nor will we ever share your details with any other business, entity or individual. You may opt out of any communication at any time. To read our full Privacy Policy please scroll down to the footer section of this page.
WestStar Prosperity Partners is a network of independent advisors and firms operating business under the WestStar name. You will be introduced to an advisor based on your information provided in this questionnaire.
All WestStar Advisors are Fiduciaries registered with the Securities and Exchange Commission (SEC), and are committed to putting your best interest above their own.