We Do Things Differently...


You have worked hard and with purpose to build your wealth. Our goal is to do what is in your best interest and give back to the communities in which we serve.

Find Out How

What Keeps You Up At Night?

Client Centered


The wealth you’ve created for yourself and your family is the result of decades of sacrifice and hard work. At Westlake Wealth Management, we help our clients reach their financial goals with strategies aimed at creating peace of mind in knowing their future is secure and in good hands.

Our Values

Our Services

"PLANNING IS BRINGING THE FUTURE INTO THE PRESENT SO THAT YOU CAN 
DO SOMETHING ABOUT IT"
 -Alan Lakein


Our Team


Our team includes CFP®s, MBAs, and adept entrepreneurs passionate about using their own experience to help clients reach their short- and long-term financial goals. Helping people create better futures for themselves and their families is the driving force behind everything we do. Through education, insight, and expertise, we equip our clients to make sound financial decisions in every stage of life.


Your Westlake Team

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.