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Our Team

Your Goals. Our Commitment.

Your Goals. Our Commitment.

West Private Wealth Management was founded on a simple belief — the best clients deserve the best team. A trusted, fiduciary team genuinely in your corner, fully aligned with your success, and committed to your goals. Our people bring deep expertise across every area of wealth management and one unwavering commitment: your goals come first, always.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Will Smith, CFP®

Will Smith, CFP®

Wealth Strategist

Jason Werner, CFP®

Jason Werner, CFP®

Financial Planner

Aron Wong

Aron Wong

Private Wealth Analyst

Tara Kline

Tara Kline

Client Services Specialist

Emily Carminati

Emily Carminati

Director of Marketing and Client Experience