WESTLAKE FINANCIAL MANAGEMENT

We are a full service Investment Advisory firm located in Westlake Village, California. We provide both 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 Private Clients... The scope of financial products and services we provide for our clients includes Equities, Mutual Funds, Structured Products, Fixed Income, Separately Managed Accounts, Customized Retirement Strategies, Insurance, Annuities, Long Term Care, and Estate Planning just to name a few. We manage client accounts throughout the United States covering multiple segments from affluent to high net worth... With over 37 years of financial services experience, we have been helping our..

Primary location: Westlake Village United States