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.
We are a boutique wealth advisory firm whose principal members offer investment guidance, financial advice and coaching, and portfolio management to select high net worth individuals, multi-generational families, entrepreneurs, and small businesses throughout the United States.
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.
- Edmund Burke
Our People
With over 125 years of collective wealth management experience, Westlake Private Wealth Management helps our clients build, manage, preserve and transition wealth.
Stephen Meli, CRPC®
Managing 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.
- Albert Einstein
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.
Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Vegas.
- Paul Samuelson, Nobel Prize-winning economist
Our Location
Westlake Private Wealth Management
200 N. Westlake Blvd., Suite 202
Westlake Village, CA 91362
Phone: 818-436-6800
Fax: 818-436-6804
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How much life insurance would you need to produce a sufficient income stream for your family?
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A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Use this calculator to estimate how much income and savings you may need in retirement.
[[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.
