Who We Work With
We meet most of our clients as they are experiencing transitions in life (such as retirement, receiving an inheritance, or downsizing), and who realize their lives are too busy or complex to do it themselves.
Our clients are business owners and successful people who have retired or are nearing retirement. Our Central West End location brings us in contact with neighbors and employees of the large area institutions (Washington University, St. Louis University, BJC).
While we don’t have a specific minimum, our process is time intensive, and we expect our clients to have $250,000 of investable assets over time. Our average client has $1-2 million in investable assets.
Most importantly, our clients realize the value of having a financial roadmap and someone to help guide them. We are not a good option for someone seeking a "do it yourself" approach.
Darla T.
I began getting advice from Joe and his staff while working. My employer used West End Advisory to manage the retirement plan. Now retired I continue to count on Joe to provide guidance and advice. I am very concerned if my retirement funds will help me live the life I was used to while employed. Each year Joe shows me how where I stand, projects the future and gives me a estimate of how far my funds will go. The staff is efficient, detail oriented, friendly and knowledgeable. AND I especially enjoy the freshly baked chocolate chip cookies during my visit.
This statement is a testimonial by a client of the financial professional as of 08/10/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Frank C.
Joe and his West End team are my personal economic trainers. They keep me focused on achieving my goal of economic security for my family.
This statement is a testimonial by a client of the financial professional as of 08/15/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Mark J.
My wife and I have received excellent service and advice from Joe, Laurie and the staff at West End for over 30 years. Among the many examples of this, two stick out. First, when we were starting our family, we needed additional life insurance, but due to then existing military reserve participation, we also needed a policy that did not have a war exclusion. Joe found excellent coverage that provided the needed protection. Another example was Joe's expertise with retirement planning and developing a plan that would perfectly dovetail with our family's membership in the state's teachers' retirement plan. Joe and Laurie are consummate professionals who go the extra mile to assure the best planning and service in navigating our financial future.
This statement is a testimonial by a client of the financial professional as of 08/17/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Bob H.
I can’t express enough how pleased I and my wife Michelle are with Joe, Steve and Laurie at West End Advisory. We have recently retired and needed professional assistance with managing our retirement funds. At our first meeting Joe and Steve took all our information and put together a Financial model plan to fit our lifestyle that would not deplete our retirement savings. They also explained Social Security benefits, tax planning and the importance of Healthcare Directives, Power of Attorney, Beneficiaries etc. Joe and Steve are very experienced and detailed in making sure all your needs are covered and that you can live your retirement comfortably. If you don’t want any worries about your investments or your financial retirement plan I highly recommend West End Advisory’s team as your choice.
This statement is a testimonial by a client of the financial professional as of 09/18/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Gayle M.
We've been working with Joe and Stephen at West End Advisory Group for years now, and we couldn’t be more impressed with the level of service and expertise. From day one, they took the time to understand our financial goals and created a clear, personalized plan that made us feel confident about our future, especially as we near retirement!
This statement is a testimonial by a client of the financial professional as of 07/27/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.