We are thrilled to announce that Thomas C. West, Senior Partner, Signature Estate & Investment Advisors, has been honored with the prestigious Advisor of the Year award by RIA Intel. The award recognizes the exemplary efforts of an advisor who has significantly impacted their clients’ lives and has displayed exceptional leadership within the profession. This accolade is a testament to Tom’s unwavering commitment to his clients and outstanding contributions to the finance industry. Tom shares,
“I’m a bit little shocked, happy, and proud. My PR person Abbie Sheridan, my wife Beth, and my firm Signature Estate & Investment Advisors, all support me on a regular basis. I couldn’t be more pleased, and I want to take this opportunity to say thank you. Thank you to the other finalists. What a spectacular group of people who are serving their clients and pushing the industry forward in ways that I think all of us can learn from.”
Watch the video of Tom receiving the AOTY award. Let’s delve into the details of this remarkable achievement and explore why Tom truly deserves this esteemed recognition.
Tom West’s Remarkable Journey
Throughout his 25+ year career, Tom has consistently demonstrated a deep understanding of the financial landscape, coupled with a genuine passion for helping senior couples, solo agers, and multigenerational families achieve their financial goals in retirement. In 2017, he started the Lifecare Affordability Plan to help bridge the gap between the plan of care that healthcare providers recommend and a family’s ability to pay for it. His unwavering dedication to providing personalized and comprehensive financial advice has earned him a reputation as a trusted advisor.
Tom’s Client-Centric Approach
Tom’s unwavering dedication to his clients distinguishes him as an outstanding advisor. He goes above and beyond to understand their unique financial goals and tailor strategies to meet their individual needs, especially after a health quake or chronic illness diagnosis. His service on the boards of Insight Memory Care Center, National Capital Area of Alzheimer’s Association, and Goodwin Living further informs how he understands and helps clients during the decumulation phase of their lives. Tom’s client-centric approach fosters trust, builds long-lasting relationships, and is pivotal in his success and high retention rates.
Contributions to the Finance Industry
In addition to his exceptional client service, Tom plays a vital role in advancing the finance industry. He actively shares his expertise at industry conferences, through thought leadership articles in FA Magazine, Wealth Management, Kiplinger, and Investment News, and on podcasts. Most recently, Tom did podcasts with Leo Pusateri and Michael Kitces. Tom’s contributions have helped shape the industry’s best practices and inspire future generations of advisors working with seniors and their families.
RIA Intel’s Selection Process
Members of Tom’s team worked with Greenrose Public Relations to submit an application on Tom’s behalf for 2023 AOTY. Finalists were then chosen by the RIA Intel editorial team with help from the RIA Institute advisory board, a 24-member group of professionals from some of the most successful RIAs. Winners were selected at the discretion of the editors of RIA Intel, informed by their own reporting, conversations with peers and industry leaders, and the RIA Institute advisory board. RIA Intel sought an advisor who accomplished, overcame, or contributed something that stands out in the industry. Tom’s exceptional performance set him apart from his peers.
Tom West’s recognition as the Advisor of the Year by RIA Intel is a testament to his remarkable skills, dedication, and unwavering commitment to his clients. Through his client-centric approach and industry contributions, Tom has achieved personal success and elevated the standard of excellence in the finance industry. We congratulate Tom on this well-deserved honor and look forward to witnessing his continued success in the years to come.
To learn more about the RIA Intel Advisor of the Year award and discover other noteworthy winners, visit the following link: RIA Intel Awards – Here Are the Winners of the 2nd Annual RIA Intel Awards.
Disclosure: The RIA Intel Advisor of the Year 2023 Award is issued by RIA Intel, an Institutional Investor Publication. Nominations were accepted via self-nominations, nominations by peers, and nominations by the editors of RIA Intel and/or directors of the RIA Institute. Finalists were chosen by the RIA Intel editorial team with help from the RIA Institute’s advisory board based on the criteria of who accomplished, overcome, or contributed something that stands out in the industry. The financial professional did not pay a fee for this award, and clients were not consulted for this award. For more information, please visit https://www.riaintel.com/article/2b6pu66lv7nod7qw0h14w/ria-intel-awards/open-call-for-nominations-the-2023-ria-intel-awards. Third-party rankings and recognitions are no guarantee of future investment success, do not ensure that a client or prospective client will experience a higher level of performance or results, and should not be construed as an endorsement of the advisor by any entity.