Who Are We?

We are a family-owned, financial servicing company that knows what it means to build something from the ground up. From home-grown to nationally-known, we believe to yield the best results for your money, we have to get to know you as an individual. With all the tools of an institutional broker-dealer and all the dedication and personal attention of a modest, Midwest investment firm, you can be sure Westminster is the best company for the job.

 


 

Our Mission Statement

To guide our clients, employees, and investment professionals towards their financial goals.

 


 

What Can We do For You?

As a firm with three wholly-owned subsidiaries, Westminster is a one-stop shop for all of your financial servicing needs. From investment management to broker-dealer services to insurance products, we can provide you with a complete, individualized investment plan. Let us help you plan your future!

 


Get to Know Our Team