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- Custodian
- Altruist · Capital Bank · Pershing · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2014
- Office Locations
- 1
Office Locations
About Westface Financial Advisory
Westface Financial is a Camas, WA-based advisory led by Beatrice Schultz, CFP®, providing holistic, personalized financial planning for individuals and families. Services include goal-based saving, retirement income and withdrawal planning, college funding, estate and legacy planning, tax-efficient tradeoffs, and planning for aging-parent care. Dual securities and insurance licensing supports integrated investment and protection strategies.
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CRM
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Investment Themes
Investment Vehicles
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Owner & Executives
BEATRICE KAREN SCHULTZ
Managing Member
- CRD
- #5607426
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,077,730 | -- |
| Non-Discretionary | $4,699,553 | -- |
| Total | $40,777,283 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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