Welcome 
Welcome to 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 clients develop and execute general and 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 a custody and clearing alignment with our national broker dealer LPL Financial (NASDAQ : LPLA), and our registered investment advisory firm Mariner Independent Advisor Network, we operate on and provide an integrated platform of proprietary technology, brokerage, insurance, record keeping, and investment advisory strategies.
Should you require additional information, our dedicated staff is here to assist you with any and all questions, concerns and requests.
*All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
