Westhollow

Expert advice at every stage of your retirement journey.

Financial Planning

Personalized financial planning is at the core of everything we do. Whether you need clarity around your retirement, a savings plan for a large goal, identifying when you should trigger a pension or Social Security, or an efficient debt reduction strategy, we look at all the pieces in your financial picture to design a plan that works for you.

Tax Strategy

Taxes are typically an American’s largest expense during their lifetime. Without a proper tax strategy, you are leaving money on the table. Our team will review your tax return each year and develop a lifetime tax mitigation strategy to ensure you do not overpay nor leave behind a large tax burden for your heirs. Our clients benefit from perpetual tax loss harvesting, Roth IRA conversion analysis, charitable gifting and QCD strategies, and proper contribution and distribution planning for retirement or other large expenditures.

Estate Planning

Just like a financial plan, everyone’s estate plan and goals are different. We can help you to identify these goals and design a tax efficient estate plan that satisfies your needs. From simple beneficiary designations to complex trusts, we offer the expertise and advice needed to implement the correct documents for your situation.

Insurance Review

Our team will conduct a full review of all your insurance policies including home, auto, umbrella, long-term care, disability, life, and employer provided benefits. We take the time to ensure you understand the coverage your policies provide, analyze if you are over- or underinsured, and determine if you are paying fair premiums for your policies.

Investment Management

Your nest egg is the gas in the tank that enables you to accomplish your current and future goals. Our team will design an investment portfolio tailored to your financial plan that provides you peace of mind in all economic cycles. Running out of money in retirement is a common fear that often leads to bad financial decisions. Utilizing a bucketing strategy, our portfolios are designed to outpace inflation while also providing protection to your cashflow during market downturns.

Have questions about how we can help?

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Customer Reviews

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Pam Halpert

Retired, Age 62

Customer Reviews

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Lisa Hodge

Retired, Age 63

Customer Reviews

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Arthur Smith

On track to retire in 2026

Customer Reviews

“Vivamus efficitur diam sit amet augue iaculis tempus. Quisque in euismod ligula. Praesent tempor ex a ante consectetur, a tincidunt turpis tristique.”

Harry Styles

Retired, Age 60

Testimonial from a current client. This reviewer received no compensation for this review. There are no material conflicts of interest.

Support from a team who genuinely cares

Meet our team

“After my uncle passed, I watched my aunt struggle to sort out their finances. I started Westhollow to help more people navigate life’s highs and lows.”

Cameron Zabko, CFP®

Founder

30%

Percentage of retirees who worry they will outlive their retirement savings.

78.5

The average U.S. life expectancy according to the World Health Organization.

Fiduciary Advisors

Our advisors are always on the same side of the table as you. We only offer advice or investment recommendations that are entirely in your best interest.

Fee Only

Our team does not offer insurance or investment products that pay a commission. If an insurance need arises, we are happy to help you navigate the underwriting process directly with the insurance company.

Personalized Advice

One size does not fit all when it comes to your financial and investment plan. We take the time to design a custom solution for each client.

Community Partner

Resources for widows

Pam Baker is a pioneer in the widow community and has developed a vast support network and library of resources for widows since losing her husband in 2021. If you are or know of a widow in need of guidance, please email Pam below with your questions.

Connect with Pam

Available Soon

Where’s the Key to the Safe?

Co-authored with my aunt, Where’s the Key to the Safe is a practical guide to how to set up an effective estate plan before you pass away and the lessons we learned after it was too late.

Coming May 2025

Frequently Asked Questions

Still have questions?

Get in touch

Are you a fiduciary?

Yes. As a CFP® professional I am held to fiduciary standard. You can trust that every recommendation made is always in your best interest and designed to put you in the best financial position possible.

Additionally, as a fee only advisory firm, we DO NOT sell insurance or investment products that pay a commission ensuring that our interests are always aligned with yours. Most other financial professionals are held only to a suitability standard meaning their advice or recommendations must improve your financial situation but do not necessarily need to be the absolute best solution for your situation.

Do you work with clients virtually?

Absolutely! We would love to see you in the office, but we understand this is not always possible. Our platform allows us to seamlessly work with clients anywhere in the country.

How much do your services cost?

The cost of our services will vary depending on your needs and the complexity of your financial picture. Investment management fees range from .55% to 1.70%. We also offer a la carte financial planning services for an annual or one-time flat fee.

What makes you different from other financial advisors?

Westhollow Wealth takes a comprehensive and custom approach to every financial situation. We do not just look at retirement projections and design a portfolio based on your age or a predetermined mix of stocks and bonds. We take the time to meticulously examine every aspect in your financial and estate planning picture. We then create an investment portfolio designed to outpace inflation and protect your cashflow in down markets that will help you to accomplish your goals.

We pride ourselves on education. Our team will make sure you are comfortable and understand all our recommendations in plain English, not jargon. We do not believe in budgets. Instead, we focus on behavioral coaching to create lasting positive change in our clients’ lives. Lastly, our team understands that tomorrow is not promised. We strive to create a balance between saving for your future self while still enjoying today.

Do you offer services a la carte?

Yes. While we find that our clients see the greatest financial benefit when utilizing our comprehensive financial planning coupled with our investment management, we also offer all our services a la carte. For clients looking strictly for access to high quality asset management without financial planning we offer a discounted portfolio design consultation and access to our investment platform. We also offer all our planning services a la carte if you are looking for a retirement review, tax mitigation strategy, or answers regarding an upcoming life event. We are happy to build a custom offering tailored to your current needs.

Purposeful planning for a lasting legacy.

Expert advice at every stage of your retirement journey.

Support from a team who genuinely cares