Skip to main content
  • Who We Are
    Our Practice Our People Our Alliance
  • What We Do
    Our Process Our Services The Envision® Process
  • Insights
    Westlake PWM Insights Wells Fargo Investment Institute
  • Contact Us
    Locations Get In Touch
  • Account Access
Westlake Private Wealth Management
  • Who We Are
    Our Practice Our People Our Alliance
  • What We Do
    Our Process Our Services The Envision® Process
  • Insights
    Westlake PWM Insights Wells Fargo Investment Institute
  • Contact Us
    Locations Get In Touch
  • Account Access

Westlake Private Wealth Management

Westlake Village • Santa Barbara • Pasadena

Scroll down

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 an average of over 25 years of investment industry experience each, our advisors are distinctively positioned to help our clients nationwide build, manage, preserve and transition wealth.

Westlake Private Wealth Management
Read Bio Email James Dryden [email protected] Call James Dryden at 8184366803

James H. Dryden

Partner

Read Bio Email Stephen Meli at [email protected] Call Stephen Meli at 8184366801

Stephen Meli, MBA, CRPC®

Managing Partner

Read Bio Email Dennis Fox at [email protected] Call Dennis Fox at 8184366802

Dennis Fox

Partner

Read Bio Email Robert Hutten at [email protected] Call Robert Hutten at 8054366962

Robert P. Hutten, CFP®

Director

Read Bio

Michael Blank

Director

Read Bio Email Daniel Yates at [email protected] Call Daniel Yates at 8054090116

Daniel T. Yates, CIMA®

Senior Vice President

Read Bio Email Matthew Morrison at [email protected] Call Matthew Morrison at 8054366960

Matthew N. Morrison

Senior Vice President

Read Bio Email Chase Dapello at [email protected]" Call Chase Dapello at 8184366800

Chase Dapello, AAMS®

Financial Advisor

Read Bio Email Drew Christensen at [email protected]" Call Drew Christensen at 8184360939

Drew Christensen

Chief Operating Officer

Read Bio Email Janet Burnett at [email protected] Call Janet Burnett at 8054366961

Janet Burnett

Senior Registered
Account Administrator

Read Bio Email Ashley Smith at [email protected] Call Ashley Smith at 8184366800

Ashley Smith, CFP®

Registered Client
Services Associate

Pacific View Wealth Management of Westlake Private Wealth Management
Read Bio

Kai Cogswell

Director

Read Bio

Scott Trueman

Director

Read Bio

Kelly J. Siedschlag

Vice President
Senior Client Associate

Silver Strand Wealth Management of Westlake Private Wealth Management
Read Bio

Richard Groscost

Director

Read Bio

Gloria Rodriguez

Associate Vice President
Senior Registered Client Associate

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 Locations

Westlake Private Wealth Management

200 N. Westlake Blvd., Suite 202
Westlake Village, CA 91362

Pacific View Wealth Management of Westlake Private Wealth Management

125 E De La Guerra Street, Suite 102
Santa Barbara, CA 93101

Silver Strand Wealth Management of Westlake Private Wealth Management

155 N Lake Avenue, 8th Floor
Pasadena, CA 91101

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, MI, MO, MT, NC, NE, NJ, NM, NV, NY, OH, PA, TN, TX, UT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.


  • Site Map
  • Legal
  • Security

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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

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

Important notice: You are leaving the Wells Fargo website

PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.