Our Services

The Westenberg Team defines, implements and monitors each client's personal financial goals by using various services to successfully meet these goals, including:

  • Mutual Funds
  • Stock Trading
  • Estate Planning
  • 401 (K) Rollovers
  • 401 (K) Mangement
  • Active Fund Management
  • Indvidual IRAs
  • Roth IRAs
  • Educational IRAs
  • Personalized Portfolios
  • Annual Client Reviews
  • Investment Portfolio Analysis
  • Common Sense Investment Solutions