Portfolio Management

Customized Portfolio Management Services (CPM)

Over the last 45 years, Western has provided wealth management services to individuals, trusts, estates, charitable organizations, retirement plans, small businesses and high net worth individuals.

Our services include:

Customized Portfolio Management (CPM):

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Equity Portfolios

  • Mid-Large Cap Growth
  • Mid-Large Cap Growth and Income
  • Mid-Large Cap Blend (Growth + Value)
  • Small Cap Equities
  • International Equities
  • Micro-Cap Financial Institutions
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Fixed Income Portfolios

  • Taxable Fixed Income
  • Tax-Free Fixed Income
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Target Allocation ETF Portfolios

Additional Wealth Management Services:

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Financial Planning

  • Cash Flow Planning
  • Retirement Planning
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Portfolio Risk Analysis

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529 Plans for College Savings

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Retirement Accounts

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Individual Retirement Accounts

  • ROTH IRAs
  • SIMPLE IRAs
  • SEP-IRAs
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401(k)s

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Defined Benefit Plans

Schedule a Free Consultation

Schedule a free call with one of our financial advisers to see how Portfolio Management can be beneficial for wealth management in your unique situation.
Rick Levenson - Financial Adviser at Western Financial