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 Welcome to Westside Investment Management
Westside Investment Management is an independent investment management firm that provides Wealth Consultation Services. These services include Comprehensive Financial Planning offered through LPL Financial and Investment Management to retirees, executives, successful professionals, and business owners.
We are located in beautiful Santa Monica, California and 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 unique processes are designed to center on your values and are specifically tailored to high net worth individuals and families.
James Frawley is the managing principal and works solely at our Santa Monica location, while Todd Clark is the managing principal for the Oklahoma City office.
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.
Thank you for visiting Westside Investment Management. We look forward to working with you now and in the years to come.
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