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PLANNING

We build cohesive plans that integrate all aspects of your wealth.

COHESIVE FINANCIAL PLANS

RETIREMENT PLANNING

INSURANCE MANAGEMENT

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CASH FLOW STRATEGIES

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SOPHISTICATED TRANSFER TACTICS

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OUR SERVICES

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it."

Robert Kiyosaki

INVESTMENTS

We customize investment portfolios to support your family’s distinct financial
goals.

ASSET PROTECTION & RISK MANAGEMENT

TACTICAL ASSET ALLOCATION

TAX LOT MANAGEMENT

TAX LOT MANAGEMENT

PORTFOLIO CONSTRUCTION

This includes individual stocks/bonds, ETFs, mutual funds and alternative strategies. 

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©2016 West End Wealth Management

West End Wealth Management is a registered investment advisor located in Colorado. West End Wealth Management’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of West End Wealth Management’s web site on the Internet should not be construed by any consumer and/or prospective client as West End Wealth Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by West End Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of West End Wealth Management, please contact the SEC, FINRA or the state securities regulators. A copy of West End Wealth Management’s current written disclosure statement discussing West End Wealth Management’s business operations, service, and fees is available from West End Wealth Management upon written request. West End Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to West End Wealth Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by West End Wealth Management) made reference to directly or indirectly by West End Wealth Management in its web site, or indirectly by a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. Certain portions of West End Wealth Management’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, West End Wealth Management’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from West End Wealth Management, or form any other investment professional. West End Wealth Management is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

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