Westlake Financial Management

Services Offered

• Equities
• Mutual Funds
• Fixed Income
• Separately Managed Accounts
• Customized Retirement Strategies
• Insurance
• Annuities
• Long Term Care
• Estate Planning

About

Westlake Financial Management is a full-service investment advisory firm located in Thousand Oaks, California. The firm provides a range of tax-sensitive wealth management strategies tailored for individual investors and businesses. Their offerings include equities, mutual funds, fixed income, separately managed accounts, customized retirement strategies, insurance, annuities, long-term care, and estate planning. Westlake Financial Management operates independently, allowing clients to address their financial planning needs through a consultative approach.

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