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Westlake Private Wealth Management

200 N. WESTLAKE BLVD., SUITE 202
Westlake Village, CA 91362
Phone:
  • 818-436-6800
Fax:
  • 818-436-6804

Helping families build a road map through life's financial endeavors

Our Firm

We founded Westlake Private Wealth Management to break free from the traditional
Wall Street model and build an independent practice focused on objective advice,
personalized service and full transparency.

Our purpose is to build intimate and meaningful relationships with clients who consider us their most trusted financial advocates. To do so, we will follow three basic tenets:

  • We will always provide our clients with the clearest paths to wealth accumulation, preservation, and ultimate transfer by designing and implementing thoughtful and dynamic investment strategies tailored to their unique goals.
  • As an independent firm, we will always deliver clear and objective advice, free from corporate mandates and conflicts of interest.
  • We will always offer thorough counsel on all of our clients’ wealth management issues, and we will strive to organize and simplify our clients’ lives in a way that allows them to maximize the enjoyment of their wealth now, and for future generations.

If we command our wealth, we shall be rich and free.
If our wealth commands us, we are poor indeed.

Our People

With over 125 years of collective wealth management experience, Westlake Private Wealth Management helps our clients build, manage, preserve and transition wealth.

James H. Dryden

Director

Stephen Meli, CRPC®

Managing Director

Dennis Fox

Director

Matthew N. Morrison

Senior Vice President

Robert P. Hutten, CFP®

Senior Vice President

Stephen E. Barber, AAMS®

Vice President

Janet Burnett

Senior Registered
Account Administrator

Ashley Smith, CFP®

Registered Client
Service Associate

 

Compound interest is the eighth wonder of the world. He who understands it, earns it…he who doesn’t, pays it.

Where We Do Business

The states highlighted below are the ones in which we most commonly do business. If you do not see your state highlighted, please don't hesitate to contact us to see how we may be able to help you.

Map of where we do business

Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Vegas.

Our Location

Picture of our office.
 

Westlake Private Wealth Management

200 N. Westlake Blvd., Suite 202
Westlake Village, CA 91362
Phone: 818-436-6800
Fax: 818-436-6804

[[Member Agent]] is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of [[agent states in which licensed]]. No insurance business may be conducted outside of these states referenced.

[[Member Agent]] is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of [[agent states in which licensed]]. As such, these services are strictly intended for individuals residing in the states referenced.

[[Member Agent]] is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of [[agent states in which licensed]]. No offers may be made or accepted from any resident outside the specific states referenced.

[[Member Agent]] is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

[[DBA Name if applicable. Delete this section if no DBA]] is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither [[DBA Name and it's employees OR Member Agent]] nor The Nautilus Group®, Eagle Strategies LLC or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals