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ABOUT US  |  Our Philosophy

Since 1984, Benefits West has been building long-term relationships and has made that a priority.  We start the journey by taking the time to listen to and understand each of our clients personally.  Together, we carefully chart a course to pursue financial success.  We believe in using prudent insurance and investment strategies.  We are dedicated to guiding and sustaining our clients' financial direction.*

Benefits West is an independent insurance and financial services firm.  As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients.  We recognize that each person's situation is different.  As a result, we provide our recommendations so that those recommendations focus on helping you accomplish your personal goals.  Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and the personal values that you hold as they relate to your insurance and investment plans.  This approach allows us to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality.

OUR KEY BUSINESS PRINCIPLES

  • We put the interests of our clients First, Last, and Always.
  • We are Ethical, Responsible, Caring and Committed.
  • We strive to be a Dynamic, Visionary Organization.

* = Working with Client's Tax Attorney.

Benefits West is not a Registered Investment Advisor.  Roberta Weinstein operates Benefits West using this name.  Roberta is an independent contractor offering investment advisory services and securities through KMS Financial Services, Inc., which is Registered with the Securities Exchange Commission (SEC) as a Registered Investment Advisor and as a broker-dealer member of the Financial Industry Regulatory Authority (FINRA).

This website is strictly intended for individuals residing in the states of Oregon and Washington.  Due to various state requirements and registration requirements regarding investment products and services, no offers may be made or accepted from any resident outside of these states.