Our Process



At Golden West we offer guidance on our clients’ financial needs, and we develop lasting relationships founded on shared values and a complete understanding of our clients’ goals. Our team of financial professionals have the skill set to tackle complex issues and deliver clear, precise advice. Golden West’s team of professionals pride themselves in building hand-crafted solutions that range from Investment and Risk Management, Estate & Succession Planning, Education and 529 Planning, Life Insurance Strategies, Alternative Investments, Financial & Retirement Income Planning.

At the core of your relationship with Golden West is a coordinated approach to managing your wealth, providing you and your family the knowledge that you have a financial plan for every stage of your life. We can help you:


1. Accumulate

Achieving your dreams starts with articulating and quantifying them. 

2. Manage.

Our advisors work with you to design savings and investment strategy tailored to help meet your specific financial goals, based on your individual risk tolerance. 

3. Protect.

Your investment portfolio is only half of the equation. You also need ideas to help minimize your tax liabilities and guard your family’s financial future from unforeseen events. 

4. Enjoy.

They say life is what happens to you while you’re making other plans. We will help you balance your current income and liquidity needs with your long-term goals. 

5. Distribute.

The right planning can help ensure that what you have built will eventually benefit the people and organization that mean the most to you.