For the Advisor Who Seeks True Independence
Westlake Private Wealth Management was founded in 2012 by a collective of seasoned advisors seeking to break free from the constraints of the traditional Wall Street model and build an independent advisory practice focused on objective advice, personalized service, and full transparency.
We designed our practice to operate without the limitations of rigid platforms or corporate-driven agendas, giving advisors the freedom to grow based on their expertise rather than the name on their business card.
Today, Westlake Private Wealth Management has grown into a thriving advisory practice with five offices across Southern California and more than $2.6 billion in assets under management*. Our success is built on a culture of supported independence, collaboration, and an unwavering commitment to excellence.
We believe in continuous growth, and we are always seeking accomplished professionals who are passionate about their work and ready to take their practice to the next level. Here, you’ll find a supportive environment that offers more freedom, more control, and fewer distractions, so you can focus on what truly matters – your clients, your success, and your legacy.
Explore what we offer and take the next step toward building the practice you envision.
*as-of December 31, 2024
Twenty years from now you will be more disappointed by the things you didn't do than by the things you did do.
So throw off the bowlines, sail away from the safe harbor.
Catch the trade winds in your sails. Explore. Dream. Discover.
- Mark Twain
Explore What We Offer
Onboarding &
Transition Support
- Account Opening and asset transfer support, account mapping and transition metrics
- Full system training
- Ongoing Virtual Training and Guidance for 12 months
- Full transition marketing support
Business
Operations
- Turnkey, furnished Class A real estate in five locations, and growing
- Administrative support via licensed & registered support staff
- Medical/Dental/Vision/Disability group insurance available
- Full HR and compliance support
Technology &
Marketing Support
- 24/7 technology support
- Full mobile telephony support
- Access to Microsoft Outlook, eMoney, Black Diamond, Salesforce CRM
- Marketing collateral, website, bio sheets, press releases, LinkedIn profile and content support
Financial
Considerations
- Freedom from W2 withholdings
- Potential for deductibility of business expenses
- Greater retirement plan contributions potential
- Support for book buyout, consolidation and/or exit strategies
Westlake Private Wealth Management and Wells Fargo Advisors Financial Network do not provide legal or tax advice. We encourage you to speak with your chosen tax advisor regarding your specific situation.