Strategic Partners

Dennis M. West CFP®
West Wealth Management Group
Bill and Dennis formed a strategic relationship more than 20 years ago based on a common principle of putting the interests of clients first. In keeping with this core principle, Wilkins Wealth Management Group, LLC and West Wealth Management forged a formal relationship that strives to ensure you will continue to receive comprehensive personal service you have come to expect. If either Bill or Dennis are unable to perform their duties, this arrangement will permit continuity of their practice's without disruption to our client's financial planning. It's our commitment to provide comprehensive financial planning and objective advice, now and in the future.
The CERTIFIED FINANCIAL PLANNER™ designation is recognized as the standard of excellence for personal financial planning. Bill & Dennis are required to renew their certification every 2 years by completing 30 hours of continuing education. As a Certified Financial Planner™ Board Designee, Bill & Dennis are bound by the CFP Code of Ethics Principles. The second principle, Objectivity, requires honesty and impartiality which, Bill & Dennis believe can be best achieved through LPL Financial's Independent Advisor Platform.
Dennis West with West Wealth Management Group may only discuss and/or transact securities business with residents of the following states: AZ, FL, IN, KY, NV, OH.
You are under no obligation to use the services of West Wealth Management, and may choose any qualified professional to provide financial services.
Wilkins Wealth Management Group, West Wealth Management and LPL Financial are separate entities.