We enhance your net benefit and alleviate hassle.
Generational Wealth Management
We founded our firm under the premise that we be prepared to help our clients with any issues denominated in dollars. We accomplish this through direct support of our clients as well as collaboration with the right external partners and resources when appropriate, keeping our focus on enhancing net benefit and alleviating hassle.
Investment Management
Risk Management
Business Guidance
Financial Sounding Board
Retirement Planning
Intergenerational Wealth Transfer
Philanthropy
Seamless Execution
Our client relationships span 20+ years.
Our Promise
THE GOLD STANDARD
To receive conflict-free advice, one must align themselves with a fiduciary. A fiduciary is a legal standard adopted by a small group of independent financial professionals. They have made the decision to become a registered investment advisor and always put the client’s needs above their own. West Paces Advisors serves every client as a fiduciary, the highest standard in the industry.
Our Fees
First $5 Million – 1.00%
Next $5 Million – 0.75%
Remaining over $10 Million – 0.50%
West Paces Advisors has no other revenue sources besides the advisory fees paid by our clients.