Actively managed accounts built on UBS Chief Investment Office house views, tailored to your risk tolerance, tax posture, and liquidity needs. Equity, fixed income, and alternatives blended into a single coherent allocation.
A distribution plan engineered to last. We model Social Security claiming strategies, Roth conversion ladders, and sequence-of-returns risk so your Bethesda retirement survives the markets no other generation has faced.
For Montgomery County founders preparing a sale, transfer, or internal buyout. Pre-transaction structuring, QSBS analysis, and post-liquidity reinvestment — coordinated with your CPA and counsel from day one.
Trust funding reviews, gifting strategy, and beneficiary coordination aligned with Maryland and federal estate tax thresholds. We work alongside your estate attorney to make the documents actually do their job.
Maryland 529 Brokerage plans structured with front-loaded gifting, superfunding, and legacy beneficiary provisions. Multi-child households planned as a single capital project, not six separate accounts.
Term life, whole life, and LTCi gap analysis through UBS's affiliated insurance network. We quantify the hole before we recommend the product — and we recommend less than most.
The West Group operates as an independent practice within UBS Financial Services Inc., one of the world's largest wealth managers. That combination is deliberate: it gives our clients the intimacy, continuity, and accountability of a boutique advisory relationship, paired with the institutional research, trading desks, and operational backbone of a global firm.
Our clients tend to be deliberate people. Physicians managing the irregular cash flow of partnership tracks. Federal executives coordinating TSP withdrawals with pension elections. Founders approaching a liquidity event they have spent a decade building toward. In every case, the work begins not with a product, but with a multi-year plan — written down, stress-tested, and revisited on a calendar we actually keep.
We charge transparent fees, disclose every conflict before you have to ask, and treat the relationship as the asset. Most of our clients have been with the practice for more than seven years. That is the metric we optimize for.
On fees. Indicative pricing reflects typical engagements for new clients in the Bethesda metro. Where assets under management apply, the fee is tiered and declines on balances above $1M, $5M, and $25M. Planning fees are often credited toward first-year management if you engage us within 90 days. All fees are disclosed in writing before any engagement begins — never buried in a prospectus.
We do not lead with a fund, an annuity, or a strategy we are incentivized to sell. We lead with a written plan. Products are instruments that serve the plan — never the other way around.
We optimize for the client you will be in twenty years, not the portfolio that looks best this quarter. That means tolerating short-term noise, holding boring positions, and rebalancing against the crowd when the crowd is wrong.
Your CPA, estate attorney, and banker all see different slices of your finances. We sit at the center, hold the full picture, and translate between them — so nothing falls through the cracks of professional silos.
“The most valuable thing we offer is not a portfolio. It is the willingness to tell you no — to a trend, a tax move, a purchase, a panic — when no one else in the room will.” — Marcus West, CFP®, CPM · Founding Advisor
Bethesda office · Wisconsin Avenue corridor
Annual review · Meeting room 02
Planning materials · Bound edition
Visiting the office. We meet clients in person at our Bethesda office along the Wisconsin Avenue corridor, or virtually by secure video conference. The first conversation is complimentary, typically runs forty-five minutes, and is structured around your questions — not ours.
Whether you are approaching a liquidity event, restructuring a portfolio built in a different decade, or simply want a second set of eyes on a plan you already have — we would like to hear from you. Use the form, or reach the practice directly through the channels below. We typically respond within one business day.
UBS Financial Services Inc. is a subsidiary of UBS Group AG. Member FINRA/SIPC. Investment advisory services provided through UBS Financial Services Inc., a registered investment adviser. The West Group is not a registered entity and is a marketing designation used by an individual Financial Advisor of UBS Financial Services Inc. Fees and services described are indicative for new clients in the Bethesda, Maryland service area and may vary based on individual circumstances. Past performance is not indicative of future results. This page is for informational purposes and does not constitute an offer or solicitation to buy or sell any security or financial instrument.