Wealth Management, Done Right
Full-service tax planning and wealth management for individuals and businesses in Carlsbad. Transparent fees, fiduciary duty, and a team that combines CPAs with investment professionals.
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's 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
Experienced CPA with deep expertise in tax planning, business taxation, and financial strategy. Brandon brings a meticulous, detail-oriented approach to every client relationship.
What Our Clients Say
West & Walters completely transformed how I think about my finances. They explained everything in plain English and created a plan that actually makes sense for my family.
As a business owner, I needed someone who understood both taxes and wealth management. Brandon and James deliver on both fronts. Worth every penny.
I was nervous about retirement planning, but West & Walters made it simple and stress-free. They've given me confidence that I'll be okay.
Frequently Asked Questions
We offer comprehensive financial services including retirement planning, tax planning, insurance and risk management, portfolio and asset management, and corporate or non-profit retirement accounts.
West & Walters operates on a transparent fee structure with no hidden fees. We offer both flat-fee and asset-based pricing models. Contact us for a free consultation.
The best time to start is as early as possible, but it's never too late. Whether you're in your 20s or approaching retirement, we can help create a strategy tailored to your timeline.
While we're based in Carlsbad, we work with clients throughout Southern California and offer virtual consultations for those who prefer remote meetings.
A CPA specializes in tax planning and accounting, while a financial advisor focuses on investments and wealth management. At West & Walters, we combine both expertise.