
The West Mealey Team
About Us
Our mission is to empower our clients to achieve their financial goals with confidence and peace of mind. Grounded in the principles of accountability, integrity, and respect, we are committed to delivering impeccable work and highly competent financial guidance.
We hold ourselves to the highest standards of integrity, ensuring that every decision and action is guided by honesty and transparency. Trust is the cornerstone of our relationships, and we believe in honoring our word with unwavering dedication.
Through thorough communication and professional expertise, we strive to cultivate trusting partnerships with our clients. We understand that each individual has unique financial aspirations and challenges, and we tailor our solutions with meticulous attention to detail.
Driven by our passion for excellence, we aim not only to meet but to exceed the expectations of our clients. By providing personalized service and fostering open dialogue, we aspire to transform our clients into raving fans who confidently entrust us with their financial futures.
We are more than financial advisors—we are stewards of your prosperity, dedicated to guiding you towards a future of financial abundance and security.
Team Members
Amy Leindecker
Operations Manager
Abby Bira
Client Service Manager
Joy Orr
Client Service Manager
Ashley Williams
Client Service Manager
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Does Your Trust Still Work if You Live Abroad?
By Aoifinn Devitt, Managing Director – Global Wealth Most trusts are created to reflect a family’s circumstances at a specific…
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Third Quarter 2026 Investment Update
Executive Summary The third quarter of 2026 reinforced a market environment in which economic resilience and corporate earnings have continued…
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Monthly Recap – September 2026
September Observations Seasonal Market Trends Repeat Historically, September witnesses challenging market performance and this past month was no different. Though…