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

 

Our Core Principles

Through our holistic wealth management and investment management process, we take time to understand your unique goals and aspirations and create financial strategies that align with your needs and those of your loved ones. We hold ourselves accountable to our core principles, which we believe can help position you to grow and protect your wealth.

Innovation

Westside Investment Management strives to earn a reputation of excellence by providing well constructed strategies to address our clients’ short- and long-term goals. We strive to uphold this reputation every day.

Communication

Our goal is to keep you informed by effectively communicating opportunities and important industry news through weekly market updates, quarterly newsletters, conference calls and semi-annual meetings. We also proactively educate you on services and strategies that specifically address your evolving needs.

Integrity

You can count on us to represent your best interests, listen and respond to your needs, and maintain an environment focused on honesty, sincerity and personal privacy.