A full-service financial planning firm, West Capital Advisors, Inc. offers clients total estate and retirement planning to help ensure they leave lasting legacies for generations. Our advisors work with pre- and current retirees to create comprehensive plans using conservative investment and tax-saving strategies that can increase their monthly income with little risk to their principal investment growth. With particular expertise helping small business owners, physicians, dentists and other high-net-worth individuals, the West Capital Advisors Team will strive to design a plan that can help you achieve the financial future you have imagined. Celebrating our 18th year helping individuals and families reach their financial goals, West Capital Advisors can customize a plan just for you.
Looking for a particular West Capital Advisors employee's phone or email?
The West Capital Advisors annual revenue was $5 million in 2026.
2 people are employed at West Capital Advisors.
West Capital Advisors is based in Orem, Utah.
The NAICS codes for West Capital Advisors are [5239, 523, 52].
The SIC codes for West Capital Advisors are [67, 679].