Services

Westlake Wealth Management brings comprehensive financial services to residents of Roanoke, Texas and surrounding communities.  Specializing in comprehensive portfolio management, financial planning, retirement plan consulting and tax preparation - our team of credentialed professionals is well equipped to help you establish, secure, and grow your wealth.  

We invite you to explore our services below and schedule a time for a complimentary financial consultation to see how we can add value to your wealth planning goals.

Comprehensive Portfolio Management


We partner together with you to to discover your financial goals that are tailored to fit your individual financial needs.


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Financial Planning and Consulting


Our seasoned Certified Financial Planners will always do what is in your best interest to work with you to to determine a goal that is customized to fit your needs.


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Tax Preparation


Team with us all year long to make sure that you are not overpaying Uncle Sam. 


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Retirement Plan Consulting


Our firm provides retirement plan consulting services to employer plan sponsors on an ongoing basis. 


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