0
K
Get Your Free Financial Consultation Today and Save on Your First Session
Welcome to WestHouse
Your Trusted Financial Partner
Financial success, guaranteed.
Our team is dedicated to helping our clients achieve their financial goals. We have over 30 years of experience in areas such as protection solutions, investing for your future and retirement income.
With so many options and complex information, making financial decisions isn’t easy. That’s why we’re here to help you understand what’s right for you.
Together we can create a strategy that’s customized to your needs and goals. We believe that we’re in this together for the long-haul, so you can count on us to help manage and update our approach as your life changes.
Professional Advisor
Affordable Price
Our Story
Our story of dedication, expertise, and lasting results
Our team has a proven track record of success and is dedicated to helping you achieve financial stability and security.
Our story begins in 1990 when my parents migrated from Kerala, India, to the City of Dreams – New York. Our Co-Founder, George Augustine, was first introduced to the career of financial services in 1991. At the time, the career began as a means to cover our bills and put food on the table. Over time, he realized the dire need in the community for protection-focused planning for early migrant families.
George has now had a rich career serving the community for over 33 years. Over these years, he has been awarded various accolades. A few including achieving an Executive Council status, a President’s Council status and multiple Million Dollar Round Table years.
Benjamin, the Founder and CEO of WestHouse Financial Strategies, is George’s second of three boys. He joined the industry in 2018 and has further expanded the business serving various market-based wealth building strategies with a large focus on medical professionals and retirement planning. He is currently completing his Master’s in Financial Planning with a concentration in Retirement Planning with the American College of Financial Services in Prussia, Pennsylvania.
Today we serve over thousands of clients across the nation and continue to focus on providing the best service to our clients. Our model is focused on protection-first planning allowing peace of mind and strong financial foundation to the families we serve. We are proud to of the journey that got us here and excited to launch your goals for the future.
Some of Companies that we worked with
Benjamin George
Founder and CEO
I am the founder of West House Financial Strategies.
My journey in the industry began watching my father
lead a career with New York Life. From a very young
age, I grew up watching what it took to create a
successful business and how to build relationships. I
grew up thinking my dad had a lot of friends that are
like family to us; Later I find out that the truth is, they
were all his clients. My dad is my hero and he has
shown me how to value the relationships we have
around us.
Today, I run my own practice as a Financial Services
Professional in Dallas, TX. I have many achievements
under my tenure in the industry including Career
Success Award (2018), Executive Council (2018, 2019,
2020, 2021, 2022) and the Million Dollar Round Table
(MDRT in 2022). Currently I am pursing my Masters
in Financial Planning (MSFP) with designations of
Retirement Income Certified Professional (RICP) and
Accredited Estate Planner (AEP) at the American
College of Financial Services in Pennsylvania.
West House Financial Strategies LLC focuses on a
client-first approach while specializing in asset
protection, building wealth, and creating a legacy for
your family and business. Together we can create a
strategy that is customized to your goals. We believe
that we’re in this together for the long-haul, so you
can count on us to help manage and update our
approach as your life changes. Looking forward to
working with you!
Our story
The Beginning
Our story starts in 1990 when our family migrated from Kerala, India, to New York. Co-Founder George Augustine began his career in financial services in 1991 as a means to support his family. This experience revealed a significant need for protection-focused planning in the early migrant community.
Building a Legacy
For over 33 years, George Augustine has dedicated his career to serving the community. His accomplishments include Executive Council and President’s Council statuses, along with multiple Million Dollar Round Table years, reflecting his commitment to excellence in financial services.
A New Chapter
Benjamin, George’s second son and successor, joined the financial industry in 2018. As the Founder and CEO of West House Financial Strategies, Benjamin has expanded the business to provide wealth-building strategies for medical professionals, business owners, and retirees. He continues to advance his expertise with a Master’s in Financial Planning, focusing on retirement planning.
The Future
With thousands of clients nationwide, we remain committed to providing protection-first financial planning. Our approach ensures peace of mind and a strong financial foundation for the families we serve. We honor the journey that brought us here and are eager to help you achieve your future goals.
Our Story
The Beginning
Our story starts in 1990 when our family migrated from Kerala, India, to New York. Co-Founder George Augustine began his career in financial services in 1991 as a means to support his family. This experience revealed a significant need for protection-focused planning in the early migrant community.
Building a Legacy
For over 33 years, George Augustine has dedicated his career to serving the community. His accomplishments include Executive Council and President’s Council statuses, along with multiple Million Dollar Round Table years, reflecting his commitment to excellence in financial services.
A New Chapter
Benjamin, George’s second son and successor, joined the financial industry in 2018. As the Founder and CEO of West House Financial Strategies, Benjamin has expanded the business to provide wealth-building strategies for medical professionals, business owners, and retirees. He continues to advance his expertise with a Master’s in Financial Planning, focusing on retirement planning.
The Future
With thousands of clients nationwide, we remain committed to providing protection-first planning. Our approach ensures peace of mind and a strong financial foundation for the families we serve. We honor the journey that brought us here and are eager to help you achieve your future goals.
Our Story
The Beginning
Our story starts in 1990 when our family migrated from Kerala, India, to New York. Co-Founder George Augustine began his career in financial services in 1991 as a means to support his family. This experience revealed a significant need for protection-focused planning in the early migrant community.
Building a Legacy
For over 33 years, George Augustine has dedicated his career to serving the community. His accomplishments include Executive Council and President’s Council statuses, along with multiple Million Dollar Round Table years, reflecting his commitment to excellence in financial services.
A New Chapter
Benjamin, George’s second son and successor, joined the financial industry in 2018. As the Founder and CEO of West House Financial Strategies, Benjamin has expanded the business to provide wealth-building strategies for medical professionals, business owners, and retirees. He continues to advance his expertise with a Master’s in Financial Planning, focusing on retirement planning.
The Future
With thousands of clients nationwide, we remain committed to providing protection-first financial planning. Our approach ensures peace of mind and a strong financial foundation for the families we serve. We honor the journey that brought us here and are eager to help you achieve your future goals.
Why Choose Us
Expertise, secure, success
we understand that your finances are a key aspect of your life, and that’s why we’re committed to providing expert guidance
0
+
Companies Partner
0
%
Profit Growth
0
/7
Customer Care
0
K
Happy Client
Our Team
Our Team
The Team Behind Your Financial Success
Financial Success, Built on a Foundation of Trust. Our team has a proven track record of success and is dedicated to helping you achieve financial stability and security.
Benjamin
Founder and CEO
George Augustine
Co-Founder