Guiding Wealth

At Sunset West Advisors, we believe that every client has a unique set of circumstances and objectives that define the beginning of the wealth-planning journey and paint a picture of their desired financial goals. We analyze each client’s financial profile, lifestyle objectives, and attitude towards risk, then outline a suitable wealth management plan which supports those goals. We take tremendous pride in our ability to help our clients crystallize and achieve their financial and lifestyle goals in the simplest and most transparent possible way.

Here’s how:

Personalized Planning
Independent Boutique
Concierge Service
Experienced Advisors
Institutional Resources
Fee Transparency

Start Your Plan

Our Principles

Clients First
Integrity
Teamwork
Professionalism
Dedication
Flexibility

Our Process

1 Discovery Consultation
2 In-Depth Analysis
3 Secondary Consultation
4 Plan Application & Implementation
5 Ongoing Updates & Reporting

“Do unto others as you would have them do unto you.”

— The Golden Rule

Fiduciary Standards

Choosing to work with a wealth management firm to handle your assets can be one of the most important financial decisions you can make. As such we embrace the Fiduciary Standard of Care that always places our clients’ best interest first.

Our Team

Morris M. Amiri President, Founder, Chief Investment Officer
Kim Creque Client Services
Kathy Walker Executive Administrator
Bryan J. Freedman General Counsel

Advisory Board

Frank E. Baxter Chairman Emeritus Jefferies, LLC
Shawn Hezar Chief Client Officer Caliber Collision Centers
Howard Nourmand Creative Director Grand Jeté
Jason L. Haun Vice President ZOM Living
Jonathan Hakakha Managing Director Quantum Capital Partners
Richard Ratner Senior Vice President CBRE
Scott Perren CPA BPSD, LLP
Chris Frank Managing Partner 55x11, LLC