West End Advisory Group

West End Advisory Group is a financial planner in St. Louis, Missouri. The firm specializes in retirement planning and wealth management, serving business owners and individuals navigating major life transitions such as retirement, inheritance, or downsizing. The practice maintains a 5.00 rating and provides services to clients including employees of large local institutions like Washington University, St. Louis University, and BJC.

The firm operates with a "Plan First" approach to investing, focusing on determining exactly how much money is needed and when it will be required to ensure investment success. By prioritizing planning before investing, the team aims to demystify complex interactions between taxes, Social Security, and various investments. Their professional process involves setting goals, reviewing current situations, evaluating alternatives, implementing plans, and performing regular monitoring and adjustments. As an independent practice supported by the resources of LPL Financial, the team utilizes global technology and a wide array of financial strategies to create personalized paths forward for their clients.

Located on Lindell Boulevard, the office is situated near the Schlafly Library and the World Chess Hall of Fame museum.

The business maintains thorough, well-documented information online, and its website is well-optimized for clear readability by search engines.

West End Advisory Group provides dedicated retirement and wealth management expertise to the St. Louis community.

Services:

• Investment Planning
• Retirement Planning
• Social Security Consulting
• Tax Planning
• Wealth Management