WEST WEALTH GROUP

It all began on the West Coast. The founding members, Brian Levy and Michael Clark, CFP® grew up in the South Bay across the street from each other. Michael started his comprehensive wealth management & retirement firm, M Clark Financial, in El Segundo in 2003. Michael and Brian worked together for 8 years. After Brian had his first child, he moved to Orange County and started his own firm, BML Wealth Management. Michael and Brian maintained a good relationship in the years following. After many conversations and collaborations, they realized 2 heads were better than one. It came full circle a decade later and West Wealth Group was born... At West Wealth Group, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well thought out strategy, using a variety of investment and insurance products and services, designed to help you address your financial needs and concerns. One of the goals for West Wealth Group is..

Also known as: West Wealth Group, LLC

Primary location: Irvine United States