About West & Walters
Client-first. Transparent. Built to last.
We Left Big Firms
to Do This Right
West & Walters was founded by James Walters and Brandon West, two financial professionals who left large firms to create a client-first, ethical, and transparent approach to wealth management.
They saw too many clients being sold products that benefited the firm more than the client. Too many hidden fees. Too much jargon. Too little actual advice.
So they built something different — a practice where the only agenda is your financial success. Where every recommendation is fiduciary-first. Where you always know what you're paying and why.
We believe that trust, education, and holistic financial planning are the foundation of financial success.
James Walters
CIMA®, CRPC®
Certified Investment Management Analyst and Chartered Retirement Planning Counselor. James brings deep expertise in investment management, retirement planning, and comprehensive wealth strategies. Before founding West & Walters, he spent years at a large national firm where he saw firsthand how conflicts of interest could compromise client outcomes.
Brandon West
CPA
Seasoned Certified Public Accountant with extensive experience in tax planning, business taxation, and financial strategy. Brandon's meticulous, detail-oriented approach ensures that every client's tax situation is optimized while maintaining full compliance. He co-founded West & Walters to bring tax and wealth management under one roof.
What Drives Everything We Do
Fiduciary First
We are legally obligated to act in your best interest. Always. No commissions on products we sell you. No hidden incentives.
Transparency
Clear pricing, clear communication, clear recommendations. You'll always know what you're paying and why.
Holistic Approach
Tax and wealth management under one roof. Every decision considers the full picture of your financial life.