Pursue what matters most Confidence for today, tomorrow and generations to come
James W. "Woody" West, CFP®
Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant (ChFC®)
979-774-8342
175 Century Square Drive
Suite 300
College Station, TX 77840
It starts with questions and a conversation about what you want to accomplish. Next, we can help you organize your financial life into 3 key strategies across your lifetime.
Then, we can identify solutions to support the 3 strategies and deliver: Advice. Beyond investing.
My perspectives
Insights