Clay West is proud to announce he has been named as a
2025 Forbes Top Next-Gen Wealth Advisors
This award is a reflection of the trusting relationships he has developed with his clients.
2025 Forbes Top Next-Gen Wealth Advisors: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). View additional disclosures
Everything starts with you: your priorities, your goals, and the things that you value most.
Everything starts with you: your priorities, your goals, and the things that you value most.
We help manage your wealth so you can focus on your life. Our team understands that wealth planning is personal and requires a customized approach. With extensive experience and access to the deep resources of Wells Fargo Advisors, we work to bring clarity to your vision of the future.
Our focus is on creating customized wealth plans for successful families, executives and business owners. We work collaboratively with you, throughout your life, always aiming to help exceed your expectations. From complex wealth planning and investment management to philanthropic strategies and legacy solutions, we are here to act as your partner…for generations.
We help manage your wealth so you can focus on your life. Our team understands that wealth planning is personal and requires a customized approach. With extensive experience and access to the deep resources of Wells Fargo Advisors, we work to bring clarity to your vision of the future.
Our focus is on creating customized wealth plans for successful families, executives and business owners. We work collaboratively with you, throughout your life, always aiming to help exceed your expectations. From complex wealth planning and investment management to philanthropic strategies and legacy solutions, we are here to act as your partner…for generations.
With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future.
— Carlos Slim Helu
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