Westbrook Financial Services (WFS), based in Scottsdale, Arizona, is a comprehensive financial advisory firm offering a wide range of services tailored to meet the unique needs of individuals and businesses. Their offerings include financial planning, estate planning, private wealth management, investment consulting, and personal protection planning. WFS utilizes the AdviceWorks® platform, a secure, cloud-based tool that provides clients with a holistic view of their financial picture by linking investments, bank accounts, mortgages, loans, and credit cards. This platform also allows for secure document storage, goal tracking, and real-time collaboration with financial advisors. The firm’s approach emphasizes personalized service, with a team of professionals dedicated to helping clients navigate complex financial landscapes and achieve their financial goals.