Welcome 

 

Welcome to Westlake Financial Management, a full service Investment Advisory firm located in Westlake Village, California.  We provide individual investors and businesses an array of tax-sensitive Wealth Management strategies.  We are Independent Investment Managers who operate free from proprietary products, enabling our clients to address the majority of their financial planning needs through a dedicated consultative approach.  We incorporate a complete range of industry standard products, services and strategies for all of our clients.

The scope of financial products and services we have access to spans equities, mutual funds, fixed income, separately managed accounts, customized retirement strategies, insurance, annuities and estate planning just to name a few.  We manage private client accounts throughout the United States covering multiple segments from affluent to high net worth. 

With over 30 years of financial services experience, we have been helping clients to develop and execute comprehensive strategic investment plans.  As advocates for our clients, our single most important goal is to develop personalized strategies that align with your investment objectives, risk tolerance, and time horizon all while encouraging disciplined financial habits and structure.

Through our custody and clearing alignment with LPL Financial (NASDAQ - LPLA), and the Financial Services Network, we operate on and provide an integrated platform of proprietary technology, brokerage, and investment advisory services.

Should you require additional information, our dedicated staff is here to assist you with any and all questions, concerns and requests.