EXPAND YOUR FINANCIAL PLANNING CAPABILITIES
Our network of advanced planning specialists including trust professionals, tax specialists, lawyers, business consultants, retirement plan professionals, and more – will help you expand your planning abilities and manage intricate client needs.
No matter the complexity of your clients’ situation, you’ll have the specialized help and guidance to provide them real confidence in your depth of resources.
Our broad network of experienced, knowledgeable wholesalers and regional consultants advocate for WestStar and provide rapid access to investment and economic insights.