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Integrated, Strategic AdviceUnlike many advisors, we are a single source for integrated wealth planning and management, including investments, taxes, risk management, estate planning and the full-spectrum of wealth-related legal issues. By bringing together attorneys, financial planners, licensed broker dealers, and accountants, we reduce your overhead and simplify your life. CONVENTIONAL MODEL OF WEALTH MANAGEMENTNAVIGATOR'S MODEL OF WEALTH MANAGEMENT |
Securities offered through Pacific West Securities, Inc. A registered broker/dealer. Member FINRA & SIPC. Investment advice through Pacific West Financial Consultants, Inc., a Registered Investment Advisor Investments products and services available only to residents of : Arizona (AZ), California (CA), Connecticut (CT), Delaware, (DE), District of Columbia (DC), Florida (FL), Georgia (GA), Illinois (IL), Indiana (IN), Maine, (ME), Maryland (MD), Massachusetts (MA), Mississippi (MS), Montana (MT), New Hampshire (NH), New York (NY), Pennsylvania (PA), Virginia (VA). Fee-based advisory services are available throughout the United States. We are licensed to sell insurance products in the following States: District of Columbia (DC), Maryland (MD), Virginia (VA) 7601 Lewinsville Road, Suite 205, McLean, VA 22102 Phone: 703-847-0965; Fax: 703-847-8902 |
