At Westlake Investment Advisors, we manage the wealth of several dozen successful families. They want to take care of their family, enjoy their retirement and leave a meaningful legacy. They want to work with an advisor who understands them, cares about them, puts their interests first, communicates well with them, and is always available for them.
In short, they want a relationship with an advisor that they trust. It's an ongoing dialog, which we update as your situation changes. This constant communication between us forms the foundation of our long-term relationship, and guides our investment decisions.
In short, they want a relationship with an advisor that they trust. It's an ongoing dialog, which we update as your situation changes. This constant communication between us forms the foundation of our long-term relationship, and guides our investment decisions.
Services
Rocky has been working closely with high net worth families since the late 1970's. At a time when experience and credentials matter, you'll appreciate having Rocky on your team. John emphasizes financial planning, utilizing his credentials and experience to guide his clients through their financial journeys.
We have the autonomy to choose the most appropriate investments and objective research for you. Legacy Lock - rest assured that your loved ones will have access to all your financial matters after you're gone (but, by design, not before). The ability to blend different investment strategies (for example, growth and income) within the same account.
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual "enjoy the journey." It's never a bad time to speak with your financial professional about changes in your situation.
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