Matt West, CFP, CEPA
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Matt West, CFP, CEPA:
Vice President, Wealth Management, Fulcrum Wealth Consulting ➤
Matt understands something essential about business that is often lost in the abstractions of finance: Beneath the income flows, assets and accounting, there is an entrepreneur’s dream and hope for the future.
Matt uses his experience and training to help business owners follow through on their goals, but his advice is grounded in that central understanding, that to his clients, their business is more than a business. That distinction matters: Success and legacy is about more than a bottom line. He cares deeply for his clients, considering them like family, so regardless of their objectives, he wants them to be able to pursue financial well-being with confidence.
Business owners have unique financial considerations, so Matt has achieved the Certified Exit Planning Advisor designation to supplement his experience in wealth management and investing. Just as no two lives are alike, neither are any two businesses, nor any two financial plans. So Matt uses a rigorous, multistep process to help his clients understand their position, their opportunities and a route to their goals.
In his practice, Matt primarily works with business owners, high-net-worth individuals and their families. He has guided his clients through business succession planning, holistic wealth management, sophisticated investing strategies and cash management and lending. Each financial plan and investment strategy he creates is tailored to each clients’ individual needs.
Matt has also earned the prestigious Certified Financial Planner™ certification, a coveted professional certification that reflects a deep commitment to the principles of financial planning. To qualify, one must complete rigorous educational programming and examination, maintain a high degree of integrity and commit to continuing education.
- Listing ID: 9083
- Professional Class: Exit Planner, Financial Planner