Hard work should be rewarded.

We try to be enablers of the American Dream.

What the code of the West taught us about the financial Industry.

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Retirement Plans

Reward tenure and give your employees free money. Pretty sure they’ll like that.

Wealth Management

Organize your finances and establish plans to reach your desired financial goals.

Financial Wellness

Educate your employees so that they spend their money wisely. They’ll sleep better, and so will you.

Partner Advisor Services

For advisors seeking to grow their retirement plan business.

We’re independent advisors who offer services to employer-sponsored retirement plans, financial wellness programs and wealth management clients.

We are BOARDROOM advisors.

We are BREAKROOM advisors.

We are WEALTH MANAGEMENT advisors.

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DC Dimensions Magazine Features Two West

DC Dimensions, a national investment publication, featured Two West in their Winter 2018 magazine as their cover story titled “Focusing on Income for Better Outcomes.” This fascinating and informative look into Two West’s approach to retirement income solutions showcases the next step beyond defined contribution (DC) plans. By offering both custom an “off-the-shelf” retirement income solutions, Two West is hailed as an innovative advisor that is quietly setting the standard in this arena.

To read the story, CLICK HERE.

To view the entire DC Dimensions Winter 2018 Issue, CLICK HERE.

Two West | 9200 Ward Parkway, Suite 500 | Kansas City, MO, 64114 | Phone: 816-708-4700