WestStar’s Flying V gives wings to your dreams


Whether you’re an emerging-stage financial advisor, a practice owner, or a mature-stage veteran, we understand the barriers to your personal, professional, and practice growth.

WestStar is the West Coast advisor enablement group that partners with more than 50 independent financial advisors and firms in their quest to grow their practices, thrive in their careers, and be better business owners.

Prosperity for you and your clients is in our name and DNA.

“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

WASHINGTON STATE | OREGON | CALIFORNIA | NEVADA | IDAHO | SOUTH DAKOTA | ALASKA

LOOKING FOR GROWTH? LOOK WEST!

Financial advisors and firms must overcome a host of barriers to reach their potential.  How many do you face?

  • You’re stuck in your career, struggling to take your business to the next level.
  • You’re battling to free yourself up to build a scalable practice, drive growth or find an ideal successor for your business.
  • You need financial planning support to grow your high-net-worth list.
  • You lack the time, resources, and know-how to market yourself.
  • Your website and branding lack modernity.
  • Your tech stack is tired.
  • You’re drowning in compliance red tape.
  • You’re alone in the boat, with no team to help you row, or coach to inspire you to grow.

WestStar Prosperity Group is the Western US advisor enablement group that’s going places. 

We’re a flying V of independent professionals and firms, all growing together in tomorrow’s world.

And we’re having fun doing it.

TEAM UP AND FLY THE WESTSTAR WAY

At WestStar, you’ll enjoy a large organization’s backing delivered with a boutique firm’s personal touch. You’ll work with practice growth professionals, whose personalized advice and support target greater efficiency and profitability in doing business.

We also strive to help you maximize client acquisition and retention. Our brand development team and digital marketing platform can give your brand and online performance a real lift.

Download WestStar’s Branding and Marketing to Win Guide.

Download

GROW WITH CONFIDENCE & CLARITY

Our mission to help you and your clients prosper inspires excellence in all we do. Prosperity means understanding the paths to a successful future and being confident you’ll get there.

WestStar gives you a clear flight path to follow and takes on the baggage that’s weighing you down. We help you with the heavy lifting, by providing the services you need when you need them. You get the time to do the things that build value and delight your clients.

GROW TOGETHER IN TOMORROW’S WORLD

WestStar’s advisor network’s inspiring environment celebrates success, and encourages the sharing of experience, expertise, and winning ideas among our family of advisors.

You’ll get to grow together with like-minded advisors also looking to take their businesses to the next level. In this collaborative environment, we all strive to help each other flourish.

When you grow, we do too, and that’s what we’re about – growing together in tomorrow’s world.

“Being a member of WestStar’s community has been very valuable to me in my career.  My business acumen has really grown from the best-practices events and regular sharing. WestStar Group has many successful advisors who’re all open to sharing and supporting one another.  WestStar has helped me be more effective and efficient in my business, and impart more confidence and clarity to the clients I serve.”

Chris Stein, Stein Financial Services

GROWTH AT EVERY STAGE OF YOUR BUSINESS LIFECYCLE

Emerging-stage advisors and firms team up with WestStar to help make their growth happen and ultimately blossom into robust businesses. From there, WestStar helps them scale effectively as they pursue their highest potential.

When the time comes for a mature business to find an ideal successor, we help pinpoint and prepare the right candidate for success, and support the business through its transition.

Click on your business stage to find out how WestStar can help you meet your challenges.

You’re feeling stuck in your career, struggling to grow personally and to take your business to the next level.

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You’re working to establish a scalable practice, wanting to free yourself up to drive further growth.

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You’re seeking a support system to help cement your legacy and set the stage for a prosperous exit.

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