Dream - Plan - Live

Our passion is to empower and educate individuals and families in making informed financial decisions which align with their most deeply held life goals and dreams.

What We Do

We bring together all the pieces of your personal and financial lives to create a realistic and approachable plan for the future.

Whether you run a business, have a family, or just need wealth management guidance for yourself - we provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial Planning

Wealth Management

Tax Strategies

Risk Management

Build Your Future Your Way

We understand that financial guidance is about more than just money. It's about appreciating who you are and what you want in life. We work with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow.

How We Work With You

We will be your accountability partner and coach to keep you on track and adjust as your life and goals evolve. Together we will create a practical financial plan with strategies designed for you at every stage of life. We help you secure financial well-being so you can live the life that’s most meaningful to you.

Our mission is to be your trusted partner by using our experience, resources, and passion while helping you and your family identify and pursue financial success at any stage of life.

Collaborative Approach

With a "Coach and Guide" mindset, we provide our clients with insight and confidence as they prepare for their future.

Tailored Guidance

As our clients make some of their life's most important decisions, they find value in the individually tailored strategies we provide.

Personalized Experience

Our goal is to bring life to your money. We strive to know you as a whole - you, your family, your values, your history.

Who We Serve

We work with a select number of individuals, families, and business owners around the country. For us to work successfully together we must have a mutually rewarding relationship. We have to select our clients, and they have to select us.

While our services can benefit just about anyone in need of financial guidance, our “ideal” clients share the following characteristics:

They are genuinely nice, communicate and interact easily, and have a sense of humor
They recognize that wealth of any size can create issues, challenges and complexities
They have a handle on their matters, but value the advice of a professional
They do not have the time or inclination to manage wealth on their own
They have a specific, time-sensitive need

A Partner for your wealth management needs

We understand how the complexities of wealth can be confusing and overwhelming. That’s why you and your family will never feel that you are walking this path alone. Instead, we collaborate with you so your vision is combined with our experience helping people systematically reach their goals.

Our Standard of Care

Our priority is to help you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We believe that long-term relationships that encourage open and honest communication are the foundation of success.

To successfully execute on a world-class standard of care and develop a mutually rewarding relationship, we must agree to the following behavior-based commitments:

We Uphold Ourselves To:

Act with integrity, honesty and openness.
Respect the confidentiality of our relationship.
Commit to the highest standards of accessibility and responsiveness.
Remain open to your feedback and be flexible to your needs.

We Ask That You Are:

Open, frank and honest with us at all times.
Respectful to each member of our team.
Prompt in providing complete, accurate, and orderly data.
Open to considering the advice we offer.
Prompt in following through on commitments we agreed upon.

Heather M. West RICP®, CRES®

Phone: 206-956-6240

Email: Heather.West@equitable.com

10500 NE 8th St, Suite 1600 Bellevue, WA 98004

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¹Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.