OUR STORY

This group operated by a simple rule. Doing right by advisors and their clients is good business. It’s the foundation that the company was built on that we have been perfecting ever since. We soon discovered there were many other advisors who were also drawn to this belief. Since 2003, Western Wealth has grown to include 140 advisors. WW advisors work from one of the two Branch offices, small pod offices, or in individual offices. Our Branch headquarters is located at the base of the Rocky Mountains in Golden, Colorado. The greatest concentration of Western Wealth advisors is still located in the Denver Metro area, however we have grown to become a national firm with advisors in 11 states. Over time we evolved into a distinctively respected community of genuinely nice professionals who enjoy a rock-solid reputation in the financial industry.

Western Wealth is currently recognized as one of the top 17 Large Enterprises with LPL. We are the largest Branch of independent advisors in Colorado. We represent over $6 Billion in total assets under management and service more than 50,000 clients. We enjoy an elevated status as one of LPL’s top Branches.

Help advisors solve problems quickly and easily

• We strive to make it easy for advisors to do business.
• We remove obstacles when possible.
• We anticipate advisor needs.
• We take an empathetic and compassionate approach to problem solving.
• We take pride in timely and accurate responses.
• We have a sincere desire to help.
• We’ve got your back.

Seek Continuous Improvement

• We continuously think of new and innovative ways to support advisors with valued services.
• We always pursue better solutions and best practices.
• We always look to implement efficiencies.
• We are always learning and growing.

Positive Brand stewardship

• We are all accountable for the wellbeing of the Western Wealth Brand.
• We understand that our name and reputation are our most prized possessions.
• We continuously work to keep our brand healthy, valuable, and growing.
• We deliver on promises and are true to our word.

Belief in the power of teamwork

• We respect each other and abide by the golden rule: treat others as you wish to be treated.
• We are flexible and pitch in when needed.
• We do what we say we are going to do.
• We bring positive vibes to the workplace.
• We support, engage and collaborate with colleagues to initiate Branch improvements.
• We are available and reliable.
• We leave our egos at home.
• We actively participate in the Western Wealth community.