About WestStar Prosperity Partners
WestStar Prosperity Partners is a financial planning and investment management firm that guides clients in building secure financial foundations, growing and protecting wealth, and transitioning into a rewarding retirement. The company assists clients in developing and implementing customized financial plans to target their personal and business goals, including investment portfolio optimization, college funding, charitable giving, and estate planning. Clients trust WestStar for its timely and excellent investment planning, smart and easily digestible advice, and consistent availability to address their financial needs. The firm is known for its transparent, non-pressured approach and for having the client's best interests in mind, making it a trusted partner for individuals and families seeking to secure their financial future.
A few years ago, my husband and I realized that when it came to our financial future, we were kind of closing our eyes and hoping for the best. We were saving, working hard, and generally doing what we thought we were supposed to do, but we didn’t really have a plan.
I approached Sam because I trusted him professionally, and I’m so glad I did. What I expected to be a serious and somewhat intimidating process turned out to be incredibly approachable and even enjoyable. Sam, Erik, and the team have a way of taking complex financial topics and making them understandable, practical, and actionable.
Their planning process and technology platform helped us see where we… read full review
We have had only great experiences with WestStar Prosperity Partners - they make it easy to talk about money! From managing inherited accounts to planning for our own retirement and everything in between, we feel heard and understood.
I met with Richard Thomas to help me navigate some investment decisions I needed to make. He explained things in an easy to follow and understandable way. I feel more comfortable making decisions as he continues to advise and answer my never ending questions.
Monday 9AM - 5PM
Tuesday 9AM - 5PM
Wednesday 9AM - 5PM
Thursday 9AM - 5PM
Friday 9AM - 5PM
Saturday Closed
Sunday Closed
22500 Southeast 64th Place Ste 240, Bellevue, WA 98027
More Local Businesses in Bellevue
