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 strive to 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 strive to deliver clear and objective advice, free from corporate mandates and conflicts of interest.
- We will always strive to 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 Village
James H. Dryden
Partner
Stephen Meli, MBA, CRPC®
Managing Partner
Dennis Fox
Partner
Drew Christensen
Chief Operating Officer
Robert P. Hutten, CFP®
Director
Michael Blank
Director
Daniel T. Yates, CIMA®
Senior Vice President
Dalia Warren
Vice President
Chase Dapello, AAMS®
Financial Advisor
Jason Wilburn
Vice President
Janet Burnett
Senior Registered
Account Administrator
Ashley Smith, CFP®
Senior Client Associate
Registered Operations Manager
Pasadena
Terence Lo
Director
Jenna Lee
Director
Fion Chan
Registered Client Associate
Claremont
Richard Groscost
Director
Gloria Rodriguez
Assistant Vice President
Senior Registered Client Associate
Lauren Troli
Client Associate
Westlake Village
James H. Dryden
Partner
Stephen Meli, MBA, CRPC®
Managing Partner
Dennis Fox
Partner
Drew Christensen
Chief Operating Officer
Robert P. Hutten, CFP®
Director
Michael Blank
Director
Daniel T. Yates, CIMA®
Senior Vice President
Dalia Warren
Vice President
Chase Dapello, AAMS®
Financial Advisor
Jason Wilburn
Vice President
Janet Burnett
Senior Registered
Account Administrator
Ashley Smith, CFP®
Senior Client Associate
Registered Operations Manager
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 Village
200 N. Westlake Blvd.
Suite 202
Westlake Village, CA 91362
Santa Barbara
125 E De La Guerra Street
Suite 102
Santa Barbara, CA 93101
Pasadena
155 N Lake Avenue
8th Floor
Pasadena, CA 91101
Claremont
414 Yale Avenue
Suite B
Claremont, CA 91711
Woodland Hills
21700 Oxnard Street
Suite 1840
Woodland Hills, CA 91367