Current Insights

Current Insights

You will find information on strategies, commentary and current events. 

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Westside Investment Management

Westside Investment Management

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<br />by National Resources

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

Download Our Free eBook!

Download Our Free eBook!

Experience has taught us that smart investing requires discipline and patience. A long-term investment focus can help when emotions run high. While balancing ongoing changes can seem daunting, a steady course can help buffer you against turbulence and uncertainty.
To help you overcome these challenges, we’ve compiled a list of common mistakes and guidelines. 


Download here: 9 Investment Pitfalls eBook


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

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

Our Approach

Custom Strategies and Personalized Advice from a Holistic Perspective.

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Our Process

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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