Our Services
Sunset West Advisors is a 100% fee-only firm. Our fees are set on a sliding scale and are based on the size of the overall client relationship.
The more successful our clients are, the more successful we are.
Our interests are fully aligned with yours, no exceptions.
The following services are included in our fee structure:
- Planning & Investment
- Monitoring, Evaluation & Reporting
- Tax & Estate Planning Support
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Financial & Retirement Planning
Our approach to financial planning is founded on the basis that all clients have a specific set of financial circumstances and lifestyle needs. We dedicate ourselves to understanding your individual needs and attitude towards risk, then design a holistic and comprehensive plan that considers all aspects of your unique financial life.
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Budgeting & Expense Management
We develop an in-depth guide to help you manage your expenditures and cash flow in a practical way that fits your priorities, lifestyle, and goals.
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Risk Management
We evaluate financial risk then outline strategies to reduce or diminish their effects. By utilizing the intellectual capital of our firm and its members, we identify strategic and practical solutions that provide us with the platform to manage risk more effectively for our clients.
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Asset Management
Our wide range of investment solutions including cash, fixed income, equities, real estate and alternative investments gives us the ability to create multi-faceted investment portfolios. Optimal investment allocations among different asset classes is an essential strategy that helps minimize risk and maximize return.
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Tax Planning Strategy
The idea of tax planning is to arrange your financial affairs so you ultimately pay as little in taxes as possible. We implement various tax-efficient investment strategies, offering an important advantage in helping you keep more of your money
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Estate & Trust Planning
Whether your goals involve passing on family assets to loved ones, planning for retirement, or charitable giving, a current and up-to-date estate & trust plan will help minimize taxes on your overall estate. It will also provide you and your family with the knowledge that your estate and legacy are cared for according to your wishes.