The company

Westlake Financial Management was envisioned by Steven Glasberg to expand on his extensive experience working within the traditional broker-dealer and major wire-house models for over 35 years.  His previous professional role was with D.A. Davidson & Co. (formerly Crowell, Weedon & Co prior to an aquisition), where he acted as Senior Vice President of Investments within the Individual Investor Wealth Management Group.  In 2015, he launched his own firm.

Our Office

Our objective is to offer our clients prudent Wealth Management, free from proprietary products - while focusing solely on the needs of each individual or family.  You are important to us, and our service reflects our ultimate commitment to your financial well-being.