Opens in a new tab

CPA & Financial Advisor Carlsbad, California

Bring Your Focus Back To What Matters

Full-service tax and wealth management for individuals and small businesses—no hidden fees, no confusing jargon, just honest financial guidance tailored to you.

Your Wealth Deserves
More Attention

The financial planning landscape in Carlsbad, CA is often filled with hidden fees, confusing products, and disjointed services. At West & Walters, we simplify wealth management with transparent, all-in-one financial solutions—offering personalized tax planning, investment management, and retirement strategies to help you build long-term financial security.

Our Services

Retirement planning

We create personalized retirement strategies that ensure your savings last, your lifestyle is maintained, and your legacy is preserved. Whether you’re planning early or nearing retirement, we’ll guide you every step of the way with confidence and clarity.

Insurance and risk management

Protecting your wealth is just as important as growing it.  We analyze your unique situation and recommend the right coverage—whether it’s life, disability, or long-term care insurance—so you and your loved ones stay protected.

Portfolio and asset management

Your investments should work as hard as you do. With a focus on diversification, performance, and tax efficiency, we help you build a portfolio that aligns with your goals and adapts to market changes over time.

Corporate or Non profit retirement accounts

Helping your employees secure their financial future is one of the best investments your organization can make. We provide tailored retirement account solutions for corporations and non-profits, ensuring your team has access to strategic retirement planning that aligns with both their needs and your organization’s goals. 

Tax planning

Smart tax planning is the cornerstone of long-term financial success. We take a proactive approach to minimize your tax burden, maximize deductions, and help you plan for future tax obligations. Whether you’re an individual or a business owner, our strategic tax solutions are designed to align with your overall financial plan, ensuring compliance while optimizing your financial position.

James Walters, CIMA®, CRPC®

Brandon West, CPA

You're In Good Hands

West & Walters was founded by James Walters and Brandon West, two financial professionals who left large firms to create a client-first, ethical, and transparent approach to wealth management. We believe that trust, education, and holistic financial planning are the foundation of financial success.

Learn From the Best

YouTube

Explore our YouTube channel for insightful videos covering everything from tax strategies to investment tips. Our experts break down complex financial concepts into actionable advice, helping you make informed decisions for your future. Subscribe today and take the next step toward financial confidence.

Podcast

Our podcast delivers valuable financial insights straight to your ears. Whether you’re commuting, working out, or just relaxing, tune in to hear expert discussions on wealth management, tax planning, and strategies to achieve your financial goals. Listen now and stay ahead of the curve.

Instagram

Follow us on Instagram for daily financial tips, success stories, and a behind-the-scenes look at how we help clients build a secure financial future. Stay inspired with quick insights and practical advice that can help you make smarter money decisions every day.

See If You're A Good Fit

Get in touch and find out how we can help you achieve long-term financial confidence with our personalized approach.

Schedule a Call

Dive in!

Join our weekly newsletter

We promise not to spam. Take a look at our Privacy Policy for more info.