Broker Check

California
2444 Wilshire Boulevard
Suite 303
Santa Monica, CA 90403
(310) 315-9400

Oklahoma
10900 Hefner Pointe Drive
Suite 502
Oklahoma City, OK 73120
(405) 286-3623

Hawaii
24 N. Church Street
Suite 405
Wailuku, HI 96793
(808) 871-7800

 

Discover Why Our Independence Is Your Advantage

As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial independence on your terms.

As an independent investment advisory firm we have no obligations to investment product manufacturers and no cross-sell quotas or home-office directives that may lead to conflicts of interest. We spend our time developing customized strategies for the unique challenges you face.

Our independence is supported by LPL Financial, the nation’s largest independent broker/dealer.* The firm provides a comprehensive array of tools and resources to independent financial advisors, enabling them to provide objective financial guidance to their clients. LPL Financial has no proprietary products.

* As reported by Financial Planning magazine, June 1996–2015, based on total revenue.

The Value of a Second Opinion

If you have questions about your financial future or your current advisor’s motivation, Westside Investment Management will be happy to provide you with a no-obligation second opinion. Our independent advisors always put your interests first. Talk to us about the importance of long-term planning with a focus on capital preservation.

We invite you to discover the value of independent, unbiased advice coupled with deep experience and exceptional service. Contact Us