We do things differently...
What We Do
At Westlake Wealth Management, we serve a diverse group of business owners, executives, retirees and much more. No matter how our clients came to us, they are all unified in their need for superior service and unbiased financial advice. Whether you are a business owner who wants more time to focus on growing your business, an executive that doesn’t have enough hours in the day to spend on personal finances, or a retiree who just wants to spoil the grandchildren, our goal is to give you peace of mind knowing that your financial future is in good hands.
Our Mission is to do what is in the best interest of our clients and to give back to the communities in which we serve.
Our Philosophy is not to be everything for everyone - but rather be everything for a few people. We believe in providing individualized service and unparalleled support to each one of our clients. We are selective when choosing individuals to work with, and encourage potential clients to do the same when choosing a financial advisor.
Our Values serve as our guide in all client interactions and in every plan design. From the first phone call to final implementation - this is what you can expect from Westlake Wealth Management:
Honesty
As an independent wealth management firm, we take our duty to provide objective advice seriously. Anyone can say they put their clients’ interests above their own, but we believe that saying it means much less than doing it. At Westlake Wealth Management, we are here to add value, look out for the best interest of our clients, and give back to our community.
Personalization
Regardless of your current situation and needs, you deserve a customized strategy tailored to you and you alone. Rehearsed advice and recycled plans have no place in our firm. We take a deep dive into each of our client’s wealth management needs and provide strategies aimed at progressing toward their specified goals.
Knowledge
Our goal is always to provide world-class service to our clients. Part of that service includes education. We believe in equipping our clients with the knowledge to understand where their money is going and why. We encourage questions and take time to ensure clarity in our client’s financial plans.
We invite you to contact our office for a complimentary financial consultation to see if we can add value to your current financial situation.