Helping families build a road map through life's financial endeavors
Our Practice
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 practice whose principal members offer investment guidance, financial advice and coaching, and investment 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 practice, 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.
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
