Sign in

You're signed outSign in or to get full access.

TW

Thomas West

Signature Estate and Investment Advisors, LLC at Signature Estate & Investment Advisors LLC

McLean, VA , United States

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

OrganizationRoleDate RangeDetails
Signature Estate & Investment Advisors, LLCSignature Estate and Investment Advisors, LLCUnknown to Present
Thomas West Financial ServicesFinancial AdvisorJan 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

Strategic Financial Planning
Investments
Portfolio Management
Estate Planning
Long-term Care
Retirement Planning
Retirement
Wealth Management
Asset Allocation
Multi-generational wealth transfer
Wealth Accumulation Strategies
Wealth Preservation Planning
Investment Advisory Services
Financial Analysis
Intergenerational Wealth Transfer
Investment Advisory
Wealth
Financial Planners
Strategy
Strategic Planning
Long Term Care
Microsoft Office
Marketing
Project Management
Multi Generational Wealth Transfer

Others at Signature Estate & Investment Advisors LLC (21)

NameRoleLocation
Andrea Mitchell
Andrea Mitchell
Portfolio ManagerLos Angeles, CA , United States
Azim Nakhooda
Azim Nakhooda
PartnerCleveland, OH , United States
David Johnson
David Johnson
Senior PartnerMcLean, VA , United States
David Robertson
David Robertson
PartnerCleveland, OH , United States
Dylan Audsley
Dylan Audsley
AssociateSanta Monica, CA , United States
Jennifer Kim
Jennifer Kim
Senior PartnerLos Angeles, CA , United States
John Keenan
John Keenan
PartnerKensington, MD , United States
K
Kenneth Buzek
PartnerStrongsville, OH , United States
Kenneth Rogat
Kenneth Rogat
PartnerCleveland, OH , United States
Mark Copeland
Mark Copeland
Senior PartnerNewport Beach, CA , United States
Showing 1-10 of 21 team members

Similar Fund Managers

NameRoleFundLocation
Candice Richardson
Candice Richardson
Vice President, Investments and AnalyticsLido Advisors, LLCSanta Monica, CA , United States
Janice Osugi
Janice Osugi
Senior Vice President, Senior Portfolio StrategistLido Advisors, LLCCA , United States
Alex Martinian
Alex Martinian
Investment AnalystEverett Harris & Co. /ca/Los Angeles, CA , United States
C
Chris Aprill
Portfolio Manager and Family Office LiaisonEverett Harris & Co. /ca/Charlotte, NC , United States
B
Bobby Futch
Sr Business AnalystCapital Group Private Client Services, Inc.Helotes, TX , United States
F Chapman Taylor
F Chapman Taylor
Senior Vice PresidentCapital Group Private Client Services, Inc.Baltimore, MD , United States
Aidan Hussain
Aidan Hussain
Research AssociateEvoke Wealth, LLCLos Angeles, CA , United States
Amanda Beltran
Amanda Beltran
AssociateEvoke Wealth, LLCLos Angeles, CA , United States