Our Values

Ethical, Trustworthy, Hard-working and Compassionate

We believe the best teams are those whose members share the same vision, convictions, commitments, and values. When all of those align, you have a high-flying, effective team.

In working together, we’ve come to see that our shared commitments are all born of the same personal values.

We value helping our clients work toward their goals and do the best they can for their families.

We all want to see our clients live free from worry to enjoy each day.  In doing so, we express our compassion in a way that can be trusted, working together in the best interests of our clients.

Our WestStar Way is Governed by Shared Values

Compassionate | Demonstrated by our passion for helping our clients, partners, people and community

‘Our work is compassion in action.’

Trustworthy | Demonstrated by our fully independent and objective (client-first) advice and transparency.

‘We do our very best for our clients, their families, and our advisors.’

Collaborative | Demonstrated in our planning and processes, and team-based approach.

‘Our DNA is collaborative. We work together as a team, every step of the way.’

Ethical |  Demonstrated by commitments to fiduciary duty, transparency, best practice, and objectivity.

‘We always do what’s best for our clients.’

Our Commitment

If You Want to Go Far, Go Together

WestStar’s independent professionals and firms share access to all the support we need to help clients make the most of the opportunities that lie ahead.  Our advisors offer their care, guidance, advice, planning, and interpersonal skills, in helping you to navigate life’s challenges, and pursue your goals.