Matthew B. West

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Matthew B. West

Senior Managing Director at U.S. Capital Wealth

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Phone (713) 366-0560
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Matthew B. West Bio

Mr. West is a Senior Managing Director at U.S. Capital Wealth and Founding Advisor at U.S Capital Advisors (USCA). He began his career in the financial services industry at PaineWebber after graduating from Stephen F. Austin State University in 1994. Subsequently, he moved on to Merrill Lynch where he was selected to provide leadership and guidance to new financial advisors in the Professional Development Program (PDP).

He joined USCA in 2010 from UBS Financial Services where he completed the required coursework and was selected into the Portfolio Management Program (PMP). Matt focuses on comprehensive financial, retirement and wealth management planning almost exclusively for retirees. Having spent his entire career in the financial services sector he recognizes the importance of planning-based wealth management.

Chris McNeary2025-12-23T17:09:39-06:00

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Phone

713.366.0500

Locations

Securities offered through Arax Securities, LLC (“Arax Securities”), member FINRA/SIPC. Investment advisory services offered through Arax Advisory Partners, LLC (“AAP”) d/b/a U.S. Capital Wealth Advisors (“USCWA”). Municipal advisory services offered through USCA Municipal Advisors, LLC, MSRB registered.

Advisory services offered through AAP using custody, trading and support services of Charles Schwab & Company, Inc. (“Schwab”), or National Financial Services (“NFS”). The introducing broker for accounts at NFS is either Arax Securities or Fidelity Brokerage Services, both members of FINRA/SIPC. Arax Securities, AAP and USCWA are not owned by, affiliated with or supervised by Schwab or NFS.

Brokerage services for many accounts held at NFS offered through Arax Securities.

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Securities offered through Arax Securities, LLC, member FINRA/SIPC. Investment advisory services offered through Arax Advisory Partners, LLC d/b/a U.S. Capital Wealth Advisors.

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