Our Service Model Places Your Needs First
As a Westside Investment Management client, you benefit from our commitment to serve you as we would serve our own family members. To accomplish this, we restrict our client base to a select group of investors. We concentrate our efforts on developing and maintaining a plan aligned with your investment history, risk tolerance and goals for the future, while establishing a long-lasting relationship with you based on mutual trust and understanding.
Our team of professionals is positioned to help you truly live the life you envision. We provide access to top industry research and experience in wealth management, investment management, retirement planning, tax and gifting strategies, and insurance.
We deliver customized services that address your unique, comprehensive financial needs, incorporating a total wealth management approach that features:
Wealth Management Services
- Financial Planning
- Retirement Planning
- Executive Compensation Plans
- Investment Management
- Tax Strategies
- Risk Management
- Education Planning
- Estate Planning
- Legacy Planning and Charitable Giving