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About Us

Our Story

Over 28 years of excellence in self-directed retirement account services

The Beginning of Westcarriage

Founded in 1996, Westcarriage was established with a clear mission: to provide investors with the freedom to diversify their retirement portfolios beyond traditional investments.

Our founders recognized that many investors wanted control over their retirement funds and the ability to invest in alternative assets they understood and believed in. From day one, we've been committed to empowering investors with the knowledge and tools they need to take charge of their financial future.

1996
Company Founded

Westcarriage established as a premier self-directed IRA custodian

2005
Major Milestone

Reached $1 billion in assets under custody

2015
Industry Leader

Served over 25,000 satisfied clients nationwide

2024
Continued Growth

Over $10 billion in assets and 50,000+ clients

Our Mission & Values

Our Mission

To empower investors with the freedom and flexibility to build wealth through self-directed retirement accounts, providing exceptional service and unwavering commitment to compliance.

Our Vision

To be the most trusted and preferred custodian for self-directed retirement accounts, recognized for innovation, education, and outstanding client service.

Our Values

Integrity, transparency, client-first service, continuous education, and unwavering commitment to regulatory compliance guide everything we do.

What Sets Us Apart

Why thousands of investors choose Westcarriage

Experience You Can Trust

With over 28 years in the industry, we've successfully processed thousands of alternative asset transactions and helped clients navigate complex IRS regulations.

Education First

We believe informed investors make better decisions. Our comprehensive educational resources and expert guidance help you understand the rules and maximize opportunities.

Personalized Service

You're not just an account number. Our dedicated account administrators know your portfolio and are available to answer questions and guide you through transactions.

Compliance Expertise

Our team stays current with IRS regulations and industry best practices to ensure your investments remain compliant and your account protected.

28+

Years in Business

50K+

Satisfied Clients

$10B+

Assets Under Custody

100K+

Transactions Processed

Join Our Growing Family

Experience the Westcarriage difference for yourself