We Manage Money

We tailor financial solutions to meet your goals, helping create and preserve financial security for both you and your business. We cater to individuals, businesses and pension plans and manage over $200 million in assets.

Your Company Assets

From corporate asset management to retirement and pension plan solutions, we are here to put your money to work for you.

Your Personal Assets

We begin with understanding your goals, strategy and risk tolerance and work to perform within those guidelines to help you achieve your financial goals.

Retirement Security Plan

We can help you and your employees draft a successful roadmap to retirement with a plan designed specifically for the unique needs of your company and employees. We offer a wide array of investment choices, financial planning and funding options.

Contact customer service | 800-660-6282


Western Growers Financial Services Clearing through Pershing LLC. Pershing LLC is a subsidiary of The Bank of New York Mellon Corporation. Pershing LLC, member FINRA, SIPC. Trademarks belong to their respective owners. Securities and Investment Advisory Services offered through Western Growers Financial Services, Inc., a Broker-Dealer and California & Arizona State Registered Investment Adviser. This site is published for residents of the United States only. Registered representatives and investment advisor representatives of Western Growers Financial Services, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Western Growers Financial Services is registered in Arizona (AZ), California (CA), Colorado (CO), Maryland (MD), Oregon (OR) and Washington (WA).

Financial Services

President, WGFS
Director, Finance & Assistant Controller
Chief Compliance Officer

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