Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew West is a registered investment advisor representative of Nexwealth LLC. Matthew has been in the financial services industry since 1991, providing financial advice to individuals and businesses. Prior to joining Nexwealth LLC, Matthew was affiliated with a number of other firms, including WSFS Capital Management, Long Short Advisors, and PurSHE Kaplan Sterling Investments. Matthew holds Series 63 and Series 65 licenses. He is also the CEO of Long Short Advisors, LLC, which is an adviser to a mutual fund. Matthew's clients are typically individuals, businesses, and high-net-worth individuals. Matthew's services include financial planning, portfolio management, and selection of other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
12/19/2024 - Present
Nexwealth LLC (PALM BEACH GARDENS FL)
Active
Inactive
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