The Westphal Group’s mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service and an ongoing dialogue, including regular portfolio reviews and performance analysis.
Our approach to investing is designed to provide solutions and strategies specifically tailored to your goals and ongoing advice and due diligence to help simplify your financial life:
How We Serve: Wealth Management Process
In the video below, Baird’s Chief Investment Strategist, Bruce Bittles, and Director of Advanced Planning, Tim Steffen, discuss the market trends, economic variables and financial planning topics that they believe will be important to watch as the year unfolds.
Find out more about these investment professionals on FINRA'S BrokerCheck >