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As a Wealth Management team for U.S. Capital Advisors, The West Group has access to a wide network of resources.  

By focusing on each client’s individual situation and objectives, USCA incorporates a broad range of traditional financial products and, when appropriate, the evolving array of alternative investments and private equity to develop and implement a carefully tailored plan to reach each client’s goals.

Our services and capabilities include:

• Financial Planning
• Asset Allocation
• Discretionary Portfolio Management
• Client Directed Equities and Fixed Income
• Alternative Investments
• Investment Manager Search
• Performance Reporting
• Family Office Advisory and Execution
• Concentrated Position Strategies
• Liquidity Management
• Institutional Consulting
• Equity Research
• Municipal Securities
• Insurance Solutions