OUR VALUES
The WestStar Prosperity Group is inspired by shared values
In working together, we’ve come to see that our shared commitments are born of the same personal values. We value helping others reach prosperity, achieve their goals, and do the best they can for their families.
We see the Flying V as our pattern for progress
As a networked family of like-minded professionals, we work together to help each other grow.
Our partnering approach encourages the sharing of experience, ideas and advice, to enhance the greater education of all WestStar Network advisors and to promote their prosperity.
We hold to values that make a difference in our work and relationships.
Collaborative | Demonstrated in our thinking, action and support.
“Our DNA is collaborative. We work as a team, every step of the way.’
Compassionate | Demonstrated by our passion for helping our advisors, their firms, clients, and communities to prosper.
“Our work is compassion in action.”
Trustworthy | Demonstrated by our fully independent and objective (client-first) advice and transparency.
“We do our very best for our partners and associates, their clients, and their families.”
Ethical | Demonstrated by commitments to fiduciary duty, transparency, best practice and objectivity.
“We always do what’s fair for our partners, associates, and clients.”
OUR VISION
LEADING THE FUTURE OF INDEPENDENT FINANCIAL ADVICE
As a rapidly growing financial advisor enablement business, we serve the needs and ambitions of over 50 independent advisors and firms. We’re also building a networked ecosystem in which skills are developed, advice is shared, and firms are bought or sold.
Because we’re business owners and financial advisors ourselves, we understand the challenges and constraints that advisors and firms face at every stage of their growth cycle.
“Our team is proud to work with the WestStar Prosperity Group. We appreciate their leadership as an independent advisory group on the West Coast. WestStar’s networked ecosystem promotes idea sharing, teamwork, and best practices – all focused on helping each advisor grow their business.” Tom Halloran, President, Cetera Wealth Partners
To us, leadership means empowering independent advisors to make a real difference in the lives of their clients and communities, and we collaborate with some of the best firms and individuals across the western United States to achieve mutual growth and prosperity.
STRENGTH IN NUMBERS | PURPOSE | INFLUENCE | IMPACT | VISIBILITY
