You are viewing a preview location.

About Us

At Westlake, we serve high net worth families through an independent, comprehensive and strategic approach to wealth management.  We offer sophisticated solutions that are tailored individually to the specific needs, personality and risk-tolerance of each client.  Our objective is to work to maintain our clients' capital while seeing opportunities to grow that capital for the next generation.  Our clients need more than just "stock - pickers" or "mutual fund - selectors."  Our clients benefit from a broad range of sophisticated investments from stocks, bonds and mutual funds all the way to private equity and real estate development.  Additionally, we team with our clients to assist with their accounting, estate planning, legacy, and charitable needs and goals.