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Retirement & Financial Planning
Our approach to wealth management is customized for your specific needs. Whether you are an individual investor in or nearing retirement, a business owner or corporate executive our Wealth Management System provides the objective advice and resources you need to pursue financial independence on your terms.
We are headquartered in beautiful Santa Monica, California and have offices in Oklahoma City and Maui. Our team of professionals are 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.
Westside Investment Management is committed to a holistic approach to wealth management. 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.
As a Westside Investment Management client, you benefit from our commitment to serve you as we would serve our own family members. We deliver customized services that address your unique, comprehensive financial needs, incorporating a total wealth management approach that features.
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.
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.
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