Westside Investment Management, Inc.

As an independent investment management firm we provide Wealth Consultation Services, including comprehensive financial planning and investment management to retirees, executives, successful professionals, and business owners.

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Personal, Local Service Backed
by National Resources

We are headquartered in beautiful Santa Monica, California and work with clients across the United States. James Frawley, our managing principal is located at our Santa Monica office, while Todd Clark is the managing principal for our Oklahoma City office.

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Guiding You Into and Through Retirement

As an independent firm, we have access to a wide and diverse range of financial strategies and services to help ensure that your wealth is strategically managed in line with your financial goals.

Retirement Planning

Financial Planning

Investment Management

Tax & Gifting Strategies

Insurance

Estate Planning

Executive Compensation Plans

Real Estate Investments

Is your portfolio invested to address your needs and goals? Click above and take a short online questionnaire. Our Advisors can pinpoint your risk number and build a portfolio to match.

Our Core Principles

We hold ourselves accountable to our core principles, which we believe can help position you to appropriately invest and manage your wealth.

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Our Approach

Custom Strategies and Personalized Advice from a Holistic Perspective.

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Our Process

We believe that your goals and dreams are the best place to begin the planning process and execute the steps necessary to properly manage your wealth, aligned with your values and objectives.

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