West Capital Advisors

06/17/2026

Trillion-Dollar World. Father’s Day Wisdom.

A trillion seconds = 31,000+ years. That’s the scale we’re seeing with some of today’s biggest valuations.

This Father’s Day, the reminder is simple: don’t let the spectacle pull you off course. The steady path is still the smartest one.

David and James at West Capital Advisors help clients build clear, long-term financial strategies so they can focus on what matters (without getting lost in the noise).

Thinking of someone special (a father, teacher, grandfather or mentor) who helped shape your perspective? Reach out to them this weekend.

Ready to build your own steady plan? Reach out to us today.

Phone: (801) 221-2656

Address: 1367 South 740 East, Orem, UT

Email: [email protected] and [email protected]

Learn: https://westcapitaladvisors.com/

06/16/2026

Secure the monthly income you need in retirement — without the market worries.

At West Capital Advisors, David West and C. James Bushman help pre-retirees, professionals, and business owners across Utah build comprehensive plans for tax-efficient retirement income, wealth management, and long-term security.

With over 30 years of experience and specialized strategies (including work with the Doctors Economic Research Project), we focus on protecting what you’ve built and turning it into reliable monthly income.

Ready to plan with confidence?

Call us today: (801) 221-2656

Or email us directly:
[email protected]

Learn More: https://westcapitaladvisors.com/

06/15/2026

“How much do I need to retire?” The answer is never just a number.

Before we talk rates of return or asset allocation, we design the retirement you’ll actually enjoy.

Do you want a home by the beach or closer to grandkids?
How many trips per year?
Any plans to help family financially?
What does your perfect retired week include? Golf, volunteering, new skills?

We get specific first. Then we build the plan.

The goal isn’t the biggest portfolio. It’s having enough freedom and security to live your best chapter yet. The retirees who thrive are the ones who know what they’re retiring to.

Lets create a plan for your financial future today, . Call David Lee West at West Capital Advisors. (801) 221-2656.

06/11/2026

At West Capital Advisors, we’re proud to serve pre-retirees, professionals, and business owners across the Wasatch Front with comprehensive financial planning.

We are conveniently located in Orem and easy to reach: https://maps.app.goo.gl/P4A37oPBNfMSwGtJA

Whether you’re focused on retirement income planning, tax-efficient strategies, maximizing Social Security, or building long-term wealth, we provide personalized solutions designed to help you enjoy a secure and comfortable retirement.

With over 30 years of experience, David West and C. James Bushman specialize in creating strategies that aim to deliver steady, paycheck-like income in retirement while helping to minimize taxes and manage risk.

We look forward to welcoming you.

David West & C. James Bushman
West Capital Advisors

Have questions or ready to schedule a conversation? Give us a call: (801) 221-2656.

We’re here to help you plan with confidence.

06/10/2026

Soccer fan or not, it's hard to miss the World Cup energy right now. Fans love the drama of the long game; others find the lower scores less than thrilling.

Soccer asks for a different kind of focus from its fans. The standout moments are the result of careful preparation, smart teamwork, and patience that can stretch on for long periods of time.

The same truth shows up in your financial life. Meaningful growth usually happens quietly, through habits that don’t grab attention but deliver real results over time.

Life’s clock keeps ticking forward, ready or not. Taking the time to get organized, save consistently, and invest thoughtfully creates the kind of steady power that leads to big wins down the road.

That’s part of what makes soccer “The Beautiful Game”, its remarkable similarity to life itself.

Through every shift in momentum and every quiet building phase, West Capital Advisors is here for you.

Ready to craft a winning financial strategy, ? Let’s set up a time to talk today.

Call: (801) 221-2656
Email: Phone: [email protected] [email protected]

06/09/2026

Retirement isn’t always all-or-nothing. BLS data shows 1 in 5 Americans 65+ remain in the workforce.

This makes flexible income planning and Social Security strategies more important than ever. It's time to create a personalized financial plan for YOUR future.

Read the full story: https://www.investopedia.com/how-many-americans-work-past-65-the-numbers-behind-today-s-changing-retirement-11983958

Call me, David Lee West to discuss your situation and create a financial plan for your future. Call (801) 221-2656.

Working later in life is more common than many assume—but how many Americans stay employed, and how has that changed over time?

06/08/2026

Retirement Readiness Check: Are You Actually Prepared?

In this episode of Retire Happy Hour, financial advisor David Lee West sits down with retirement expert Brad Smith for a no-fluff conversation on what it really takes to retire confidently and happily.

They cover the key strategies, common mistakes, and practical steps that can make or break your retirement plan.

If you’re worried about running out of income, outliving your savings, or just want to feel more in control of your future, watch this.

06/04/2026

Retirement looks very different depending on where you live.

This analysis shows exactly how much a single retiree needs to save in every U.S. state to maintain a comfortable lifestyle. Some states require hundreds of thousands of dollars less than others.

Full state-by-state breakdown:
https://www.investopedia.com/the-real-cost-of-retirement-for-a-single-american-in-every-state-and-the-nest-egg-needed-to-afford-it-11985046

If you are ready to create a financial plan for your future, reach out to David Lee West today.

06/03/2026

In 1980, as Talking Heads sang “Once in a Lifetime,” inflation was climbing, recession threats loomed, and uncertainty ruled the day.

Decades later, the feeling is all too familiar. Same as it ever was. And you may ask yourself, “Well, how did I get here?”

The pattern repeats: worry rises, doubt lingers, yet markets have historically pushed through the noise.

Picture this: $100 invested each month in the S&P 500 from January 1980, dividends reinvested, potentially growing to $1.4–$1.6 million by mid-2026.

Proof that steady commitment can beat trying to time the market. Your finances can thrive with that same “same as it ever was” approach.

, let’s uncover the opportunities ahead and keep you on track for the life you want. Give me a call today. I’m here to help.

06/02/2026

At West Capital Advisors, C. James Bushman and David West both have years of experience in the Doctors Economic Research Project, a prestigious planning program designed to uncover the optimal ways to manage financial assets. They assist clients on the best ways to avoid unnecessary income taxes, inefficient financial structures, and uncompensated risk.

Schedule an appointment: https://westcapitaladvisors.com/contact/

West Capital Advisors is a team of financial advisors based in Utah, dedicated to helping clients achieve their financial goals.