Westlake Investment Advisors

At Westlake Investment Advisors, we are dedicated to managing the wealth of several successful families, helping them pursue their financial goals today, tomorrow, and the rest of their lives. Our clients appreciate the lifestyle that their wealth affords them and wish to maintain it, take care of their family, enjoy a fulfilling retirement, and leave a meaningful legacy. As a trusted advisor, our primary goal is to help you take care of yourself and your family by learning all we can about your unique situation. We engage in an ongoing dialogue with you to better understand your dreams and goals, worries, current financial picture, and tolerance for risk. This ongoing communication forms the foundation of our long-term relationship and guides our investment decisions.

At Westlake Investment Advisors, our team-oriented approach allows us to ensure that our clients receive the highest quality of service. Our team has a combined tenure of over a century, with each member occupying a unique role that adds value to the team. Our advisors have the experience and expertise necessary to provide personalized advice and develop customized solutions to meet our clients' unique needs. We utilize a proprietary TrendWise approach to managing your money, which provides a disciplined and systematic way of investing. Our high-touch relationship with you ensures that we are always available for you and that your interests come first.

Our team includes advisors who hold various designations, including the CERTIFIED FINANCIAL PLANNER certification, which is recognized as the highest standard in personal financial planning. We are committed to ongoing education and keeping ourselves informed about changes in the financial industry. Our advisors have a fiduciary duty to act in your best interest, and we take this responsibility very seriously. We provide advice that is in your best interest, and we help you make informed decisions about your financial future.

As an independent advisor, we have the freedom to choose from a wide range of investment options and strategies. We are not tied to any proprietary products or investment offerings, allowing us to provide objective and unbiased advice. We work with our clients to develop a customized investment strategy that is tailored to their unique needs and goals. Our clients can retire with confidence, knowing that their hard-earned savings are being managed by a trusted advisor who has their best interests at heart.

At Westlake Investment Advisors, our team has over a century of combined experience in the financial industry. Our experience allows us to provide insights and guidance that goes beyond just investment advice. We work with our clients to develop a comprehensive financial plan that takes into account all aspects of their financial life. We help our clients plan for the future, minimize taxes, provide for their family, and leave a meaningful legacy.