Financial Advice that Makes the Complex Simple.
Paul has over 20 years of experience in wealth management services. Having built countless relationships with entrepreneurs and families all over the country, Paul holds the leadership role as Managing Partner.
Paul works closely with our Carson Private Clients to implement strategies to maximize their time and goals. He surrounds himself with a team of specialists to provide tailored solutions for business planning, exit planning, investment management, wealth transition, trust services, credit, and tax strategies. Paul works with the following types of clients: business owners and entrepreneurs, foundations, executives, and multi-generational families.
Paul was listed on Barron’s Top 100 Independent Wealth Advisors in 2018-2020, including the #1 Ranked Advisor in NE on the list. He also ranked as a Best-in-State Wealth Advisor by Forbes in 2021.
Paul holds the CFP®, CAP® and CExP certifications. His clients utilize his services because of his team’s ability to communicate complex matters in simple language along with creating mutual accountability to achieve confident financial decisions.
Paul enjoys spending time with charities and foundations. He currently is a Board Member for the Dreamweaver Foundation, Member of Omaha Chamber Economic Development Council, and actively involved in the Finance Board at his church.
Paul received his Bachelor’s degree from the University of Nebraska-Lincoln and earned his MBA from the University of Nebraska-Omaha. Paul and his wife, Courtney, have three children, twins Cecilia and Liam, and son, Louie. Paul enjoys golf, traveling, hiking and rooting for the Huskers.
Paul West is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.
Barron’s Top 100 Independent Financial Advisors: Awarded to Paul West (2018-2020). Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
Best piece of financial advice received:
Stay the course
If Paul could meet anyone, past or present, it would be:
Favorite TV show:
What motivates Paul:
Something on Paul’s bucket list:
To hike Machu Picchu
Place Paul would most like to visit:
His wonderful family