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Thomas West
Signature Estate and Investment Advisors, LLC at Signature Estate & Investment Advisors LLC
About
Thomas C. West is a Senior Partner at Signature Estate & Investment Advisors, LLC (SEIA) in McLean, VA, where he leads a prominent wealth management practice with a distinctive focus on financial planning and asset management for families facing health-related dependency due to disability, illness, or loss. His expertise centers on retirement planning, cash flow management, and the development of ethical financial strategies for seniors, especially those experiencing incapacitation or long-term care needs. He is recognized for creating the Lifecare Affordability Plan®, a proprietary approach integrating healthcare and financial planning, and he regularly educates other professionals on effective techniques for supporting aging clients.
West began his career in investment management and insurance in 1995, operating his own advisory firm before joining SEIA. He holds advanced professional certifications, including Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Accredited Investment Fiduciary (AIF®), and has been honored with industry accolades such as the 2023 RIA Intel Advisor of the Year and induction into the Signator/John Hancock Hall of Fame. His influence extends to national media, professional journals, and significant community service in the aging and memory care sectors.
He earned a Bachelor of Arts in Foreign Affairs from the University of Virginia and both an MBA in Finance and a Master of Public and International Affairs from the University of Pittsburgh. West’s areas of expertise notably include wealth management for aging clients, long-term care planning, retirement income strategies, and ethical considerations in senior financial planning.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Signature Estate & Investment Advisors, LLC | Signature Estate and Investment Advisors, LLC | Unknown to Present | — |
| Thomas West Financial Services | Financial Advisor | Jan 1995 to Jan 2011 | — |
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Masters of Business Administration, Finance
1992 — 1994
University of Pittsburgh
Master of Public and International Affairs, Graduate School of Public and International Affairs
1992 — 1994
University of Virginia
Bachelor of Arts, Foreign Affairs
1988 — 1992
Skills & Expertise
Others at Signature Estate & Investment Advisors LLC (21)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Los Angeles, CA , United States | |
| Partner | Cleveland, OH , United States | |
| Senior Partner | McLean, VA , United States | |
| Partner | Cleveland, OH , United States | |
| Associate | Santa Monica, CA , United States | |
| Senior Partner | Los Angeles, CA , United States | |
| Partner | Kensington, MD , United States | |
K Kenneth Buzek | Partner | Strongsville, OH , United States |
| Partner | Cleveland, OH , United States | |
| Senior Partner | Newport Beach, CA , United States |
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