About

Westlake Wealth Management is a fee-only financial planning firm in Roanoke, Texas. We were founded on the belief there is always a better way when it comes to financial planning.  Our purpose is to give you the high quality service that you deserve, while lowering the overall cost you are paying for your wealth to be managed.

Our team includes CFPs, 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.

You have worked hard to build your nest egg. Partner with a team that will work just as hard to help grow and protect it. Call us today to learn more and schedule your complimentary consultation.


What We Believe

“Do nothing from selfish ambition or conceit, but in humility count others more significant than yourselves.  Let each of you look not only to his own interests, but also to the interest of others.” Philippians 2:3-4 ESV

At Westlake Wealth Management, we are dedicated to putting our clients’ interest before our own.  Our goal is to give you peace of mind by knowing that your family’s financial future is in good hands. 

Partnering with a financial advisor to reach your full wealth potential is one of the most important decisions you can make. Choosing a firm that shares in your investment philosophy and values is critical to achieving short- and long-term success. When these tenants align, you will experience increased confidence in your strategy and greater insight into your financial future.

What we believe isn’t just important to us - it’s everything. We invite you to explore our mission, philosophy and values to determine whether a collaboration with our firm is in your best interest.