Eagle West Group Information

Mission Statement: At Eagle West Group, our main focus is to help clients realize their full financial potential. Personalized financial and investment advice and planning, delivered with respect and honesty, are the cornerstone of our practice. We pursue this mission through strategies which helps reduce risk against market downturns even as we advance our clients'​ investments. Our Philosophy: We believe that service should extend beyond a client's expectation. Responsiveness, accessibility and experience are attributes we pride ourselves in having. Both clients and non-clients appreciate our sincere and honest approach to financial planning. Advisory services offered through EWG Elevate, Inc. dba Eagle West Group. The information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact. We cannot accept trade orders through e-mail. Important letters, e-mail, or fax messages should be confirmed by calling 916-367-4540 (Roseville Office) or 310 736-1525 (Los Angeles Office) . This email service may not be monitored every day, or after normal business hours. Specialties: Investment Advisory Services: We specialize in investment management, estate planning and working through the pre-retirement process: dealing with benefits and making sure you know where your post-retirement income will come from. Most of our programs provide quarterly performance reports and consolidated statements, ongoing monitoring (comparing the accounts'​ total return to appropriate benchmark indices) and one comprehensive, annual fee based upon a percentage of assets under management.