New West Advisors

New West Advisors The team at New West Advisors is experienced and dedicated to helping their clients pursue their financial goals. Pursuing your dreams takes effort and energy.

The team at New West Advisors are experienced and dedicated professionals that can assist you with financial management, while helping you pursue your financial goals. When your life savings are at stake, you need advice you can trust. You need a financial advisor who is objective, someone who is not paid to sell you one product instead of another. You need a relationship with a firm that promises

to always put your interests first, a firm with proven experience. The Managing Partners of New West Advisors have been serving the Boulder area since 1983, and can give you the confidence that comes with knowing you have planned prudently for your future. Securities offered through LPL Financial, Member FINRA/SIPC (www.finra.org / www.sipc.org). Investment Advice offered through Western Wealth Management LLC, a Registered Investment Advisor. New West Advisors and Western Wealth Management, LLC are separate entities from LPL Financial. The Registered Representatives associated with this profile may only discuss and/or transact securities business with residents of the following states: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Illinois (IL), Massachusetts (MA), North Carolina (NC), New Mexico (NM), Texas (TX), Utah (UT), Washington (WA), and Wyoming (WY). Third-party posts found on this profile do not reflect the views of LPL Financial or Western Wealth Management, LLC and have not been reviewed by LPL Financial or Western Wealth Management, LLC as to accuracy or completeness.

Your home mortgage interest may be deductible. Do you itemize your deductions?
03/09/2026

Your home mortgage interest may be deductible. Do you itemize your deductions?

Use this calculator to assess the potential benefits of a home mortgage deduction.

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentime...
03/05/2026

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

Monthly Market Insights | March 2026 U.S. and Canadian Markets U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East. Th...

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.
03/04/2026

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Explore the growing influence women wield over the economy with this handy infographic.

Ever heard of a Roth 401(k)? Would one be right for you?
03/02/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Considering a vacation home? 5 questions to determine if you’re ready.
02/25/2026

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Childhood attitudes and habits can determine your child's health in his or her adult years.
02/23/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
02/18/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Compare your taxable investment to a tax-deferred one. The results may surprise you.
02/16/2026

Compare your taxable investment to a tax-deferred one. The results may surprise you.

This calculator compares the net gain of a taxable investment versus a tax-favored one.

The key to healthcare in retirement might be a patchwork of different choices.
02/11/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece...
02/09/2026

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

This investment account question is vital and answered as early as possible.

02/06/2026

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1.73%, and Canada's TSX picked up 0.66%, setting multiple record highs early in the month. The Fed held rates steady as expected, with all eyes now on the March meeting. From \$27.5 billion spent in the U.S. to \$97.80 per person in Canada, Valentine's Day spending spans the globe. Check out this month's by-the-numbers.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
02/04/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

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4450 Arapahoe Avenue , Suite 100
Boulder, CO
80303

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