A complete list of active advisors currently associated with Westlake Wealth Management LLC

Warmer can help you find a great advisor at Westlake Wealth Management LLC or one who fits your needs even better.

Westlake Wealth Management provides discretionary and non‑discretionary portfolio management and financial planning services to individual and high‑net‑worth clients, including guidance on retirement rollovers and investments in equities, mutual funds, and ETFs. The firm charges advisory fees based on assets under management and relies on custodian statements for account reporting and quarterly reviews. Investment advice is tailored to each client and draws on a mix of modern portfolio theory, fundamental and technical analysis, and both long‑ and short‑term trading approaches. The firm also implements options and other derivatives in separately managed accounts and describes specific option‑trading risks and procedures in its policies. Distinctive features include the firm’s explicit use of derivatives within client accounts, which is uncommon among comparable supported firms, and a documented framework addressing option risks. The advisory team includes multiple CFP certificants and several advisors who are separately licensed to sell insurance, a combination the brochure discloses as creating potential commission‑based conflicts.

To learn more about the advisors currently working at Westlake Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.