Westside Investment Management

Westside Investment Management is an independent investment management firm that provides Wealth Consultation Services. These services include Comprehensive Financial Planning and Investment Management to retirees, executives, successful professionals, and business owners. Our main office is located in beautiful Santa Monica, California. We have since opened two additional locations in Oklahoma City, OK and Wailuku, HI. We work with clients across the United States. We strive to simplify the complexities of wealth in order to enhance the quality of your life, time and resources. Our personalized processes are designed to center on your values and are specifically tailored to individuals and families with more than $1,000,000 of investable assets. For our valued guests, our website has been designed to provide a greater understanding of our firm, its people and our philosophy. It is our hope that you will find common ground with Westside Investment Management, and form a long-lasting partnership with us. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org). Investment advice offered through Westside Investment Management, a registered investment advisor and separate entity from LPL Financial. The financial professionals associated with Westside Investment Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit: www.westsideim.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

网站

https://www.westsideim.com

Westside Investment Management的外部链接

所属行业

金融服务

规模

11-50 人

总部

Santa Monica，CA

类型

私人持股