Elizabeth P. Sampson, CFP® and Richard J. West, CMFC®
Offering individualized financial & investment planning services
Partners Elizabeth P. Sampson, CFP® and Richard J. West, CMFC® launched Concord River Financial based upon their shared philosophy in their approach to financial planning and client service.
Their common goals:
To provide each client with a personalized experience that extends beyond what they might expect
To focus on each client's comprehensive financial picture rather than investments alone
To conduct all business with great care, dedication, and a steadfast belief that focus should be on the unique needs of each client at all times
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
We recognize that there is tremendous value in monitoring your entire financial picture ... and not just your investments. Our clientele include accomplished individuals, families, retirees, executives, and athletic professionals who recognize and appreciate the importance of having financial professionals advocating on their behalf -- those who strive to take the necessary extra steps to help ensure ongoing, comprehensive oversight of their various estate, tax, retirement, investment and insurance planning needs.
We appreciate the importance of coordination among your team of financial professionals and are happy to work closely with your attorneys, tax advisors, agents, mortgage brokers, etc. to coordinate a comprehensive strategy.
Our seasoned team of professionals offers more than 50 years of combined financial services experience -- working cohesively with the primary goal of ensuring that your interests are being met.
We want to earn your highest-level of trust and confidence so that you are comfortable approaching us regardless of your question, and have no doubt that we are looking out for your interests.
Liz is introduced to financial planning and leaves a fulfilling career as a university administrator to pursue her new passion for financial planning with Waddell & Reed.
Rick exits the architectural industry after 9 years to pursue his zest for finance ... launching a financial career that included writing a financial newsletter, providing market insights on the radio, teaching investment seminars, and conducting technical market analysis for commodity & currency trading firms.
Rick begins his financial planning practice with Waddell & Reed.
May 2013Liz and Rick first realize the similarities in their approach to financial planning and client service -- beginning the foundation of their partnership.
As Liz likes to say, "After having business dated for a number of years", Liz & Rick start the process of merging their practices by forming a team.
Waddell & Reed, Liz's & Rick's broker-dealer, officially recognizes Sampson West & Associates as a team. In doing so, they believed the stability of their client's financial team is further enhanced for the long-term.
Team "Sampson West & Associates" changes their name to "Concord River Financial" in an effort to better reflect their client oriented philosophy and long-term commitment to their clients' financial interests.
Concord River Financial relocates their Massachusetts office to Acton, MA.
Sampson & West was a team name used by advisors affiliated with Waddell & Reed for marketing purposes only. 12/19