Advisory Group West
330 N Brand Blvd.
Glendale, CA 91203
Principal & Founder
“Robert Donaldson, Founder of Advisory Group West"
Financial first steps are sometimes the hardest. Achieving the sense you indeed have secured your financial future is not for the faint of heart. You’ve probably tried handling those challenges alone. They’re seldom easy tasks without resources, tools or perspective that comes from experience. Perhaps you chose to leave it up to a responsible employee at a responsible firm or perhaps where you do your banking. Yet you might feel it’s a little too important to leave in the hands of a person who sees you as one more account holder. Consider approaching these challenges by organizing your thoughts around first planning well, then investing well. Then take that first step. Find a fiduciary advisor caring enough to do that work well.
The Advisory Group West philosophy is founded on the commitment to help clients first plan well, then invest well, to then live well. The firm takes a comprehensive approach to building holistic financial plans that incorporate the important areas of financial life which include strategies for asset protection, diversified investments, lifetime income and estate preservation. But it begins with a complimentary Cornerstone VissionsTM strategy session that encourages everyone to align their financial priorities with their personal values, so their collective vision and missions achieve clarity. Only then can a Dynamic Investing ProcessTM begin to help make wiser choices at various turning points in your overall financial well being. Now each choice is aligned with your vision, missions and personalized term and conditions.