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Dedicated to helping you pursue your long-term financial goals, we are a fee-only, full-time fiduciary, wholly independent firm. Compensated only by the client without earning a commission of any kind for product sales or referrals. FEE-ONLY Legally sworn and obligated to always place the interest of the client ahead of their own. FULL-TIME FIDUCIARY Not affiliated with any brokerage firm, bank, or insurance company. We answer to you, our clients; not shareholders. WHOLLY INDEPENDENT
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The Westerman Group is a trusted investment and wealth management firm that serves business owners and high-net-worth individuals in Los Angeles, CA, and Sagamore Hills, OH. For nearly 30 years, the company has been helping clients plan and achieve their financial goals through objective, personalized advice. Their team of experienced professionals, led by President and CEO Vincent E. Westerman, works closely with clients to understand their unique financial situations and provide tailored solutions to help them navigate life's financial challenges.
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