Helping Affluent Families
Keep More, Grow More,
and Worry Less.
Integrated tax planning, investment management, retirement planning, and estate coordination—all under one roof.
What We Do
Comprehensive financial solutions under one roof. Tax expertise meets investment management.
Tax Planning
Proactive strategies to minimize your tax burden, maximize deductions, and optimize your financial position year-round.
Retirement Planning
Personalized retirement strategies to ensure your savings last, your lifestyle is maintained, and your legacy is preserved.
Insurance & Risk Management
Comprehensive protection analysis to safeguard your wealth and your family’s future with the right coverage.
Portfolio & Asset Management
Diversified, tax-efficient investment strategies aligned with your goals and adapted to market changes over time.
Corporate Retirement Accounts
Tailored retirement solutions for corporations and non-profits to help your team secure their financial future.
Your Wealth Deserves
More Attention
The financial planning landscape is often filled with hidden fees, confusing products, and disjointed services. At West & Walters, we simplify wealth management with transparent, all-in-one financial solutions.
We believe that trust, education, and holistic financial planning are the foundation of financial success. That is why we left large firms to build something better.
Meet the Team
James Walters
CIMA®, CRPC®
Former large-firm advisor who left to build a client-first practice. James specializes in investment management, retirement planning, and comprehensive wealth strategies.
Brandon West
CPA, CFP®
Experienced CPA and CFP® with deep expertise in tax planning, business taxation, and financial strategy. Brandon brings a meticulous, detail-oriented approach to every client relationship.
★★★★★
James has been incredibly helpful with my financial planning. He helped me consolidate and move all of my previous retirement funds. He also helped me set up retirement plans for my employees at my business. … I am very happy with my decision to have West and Walters help me with my personal and business finances!
★★★★★
We've been working with Brandon and James for our business and personal taxes, and they've been fantastic. They're proactive, responsive, and always take the time to explain things in a clear, practical way. Highly recommend them to any small business owner looking for reliable CPAs they can truly trust.
★★★★★
West & Walters has been incredibly helpful in setting accurate, actionable, and attainable financial goals. As I've transitioned into a new professional and financial season their adroit advice has given me the confidence to commit to and conquer my goals. They have gone above and beyond to set me up for success and teach me to manage my finances wisely.
★★★★★
Beyond satisfied with both James and Brandon. These two go above and beyond to continually take care of my financial needs. I have worked with others in the past and changing over to West and Walters has been an absolute slam dunk. Consistent, hard working, and HIGH character. 10/10 would and do recommend.
★★★★★
My wife and I had a great experience meeting with West And Walters. Very personable, honest, and clearly knowledgeable. Would recommend to anyone that they spend the time to meet with them no matter your stage with finances.
★★★★★
I have worked with Brandon for many years and more recently with James and my company and I are extremely impressed with their professionalism and knowledge. I would highly recommend this firm to anyone looking for tax or investment help!
Frequently Asked Questions
Learn From the Best
YouTube
Explore our YouTube channel for insightful videos covering everything from tax strategies to investment tips. Our experts break down complex financial concepts into actionable advice, helping you make informed decisions for your future.
Podcast
Our podcast delivers valuable financial insights straight to your ears. Whether you’re commuting, working out, or just relaxing, tune in to hear expert discussions on wealth management, tax planning, and strategies to achieve your financial goals.
Follow us on Instagram for daily financial tips, success stories, and a behind-the-scenes look at how we help clients build a secure financial future. Stay inspired with quick insights and practical advice.
TikTok
Short, actionable videos on taxes, investing, and retirement — the same honest advice in under a minute. Follow along and pick up something useful every day.