The weekly market commentary is now available. For more info, please click here: https://hubs.la/Q02CRQGC0 If you have any questions, contact us today: https://hubs.la/Q02CRPTk0
Westside Investment Management
Financial Services
Santa Monica, CA 295 followers
Innovation, Communication & Integrity
About us
Westside Investment Management is an independent investment management firm that provides Wealth Consultation Services. These services include Comprehensive Financial Planning and Investment Management to retirees, executives, successful professionals, and business owners. Our main office is located in beautiful Santa Monica, California. We have since opened two additional locations in Oklahoma City, OK and Wailuku, HI. We work with clients across the United States. We strive to simplify the complexities of wealth in order to enhance the quality of your life, time and resources. Our personalized processes are designed to center on your values and are specifically tailored to individuals and families with more than $1,000,000 of investable assets. For our valued guests, our website has been designed to provide a greater understanding of our firm, its people and our philosophy. It is our hope that you will find common ground with Westside Investment Management, and form a long-lasting partnership with us. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org). Investment advice offered through Westside Investment Management, a registered investment advisor and separate entity from LPL Financial. The financial professionals associated with Westside Investment Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit: www.westsideim.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
- Website
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http://www.westsideim.com
External link for Westside Investment Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Santa Monica, CA
- Type
- Privately Held
Locations
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Primary
2444 Wilshire Blvd. #303
Santa Monica, CA 90403, US
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10900 Hefner Pointe Drive # 502
Oklahoma City, OK 73120, US
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24 North Church Street, Suite 405,
Wailuku, HI 96793, US
Employees at Westside Investment Management
Updates
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Want to take your business to the next level? Building professional social relationships is key! This week's blog post reveals the secrets to building strong connections that will help you grow your business and network. https://hubs.la/Q02CRTDx0 #SmallBusiness #Networking
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Did you know that 70% of Americans live paycheck to paycheck? This means that many people are not building up savings or paying off debt and are instead living on the edge of financial instability. Our team is here to help you create a budget and plan to take control of your finances. #FinancialFreedom #FinancialAdvisor (Source: Bankrate)
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The Baby Boomer generation is retiring, but what does this mean for the economy? Find out how this massive shift will impact the market and get 5 expert tips on how to prepare for an uncertain future. https://hubs.la/Q02CR-bg0 #BabyBoomers #Economy
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The weekly market commentary is now available. For more info, please click here: https://hubs.la/Q02CRPX90 If you have any questions, contact us today: https://hubs.la/Q02CRSpZ0
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New stats reveal just 1 in 10 Americans feel financially free. Are you part of the minority? Learn what's holding most people back and how you can break free from financial stress. Read more! #FinancialFreedom #MoneyMindset
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The weekly market commentary is now available. For more info, please click here: https://hubs.la/Q02CRX4V0 If you have any questions, contact us today: https://hubs.la/Q02CRNPN0
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We are proud to share that Madison is celebrating her 8th workiversary with WIM! Thank you for the time and commitment you have shown our clients and team. With you onboard, it has been an amazing decade! #WestsideInvestment #OKC #FinancialAdvisor #Workiversary
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Ready to take control of your finances, no matter what the market does? Our latest blog post shares expert tips and strategies for achieving financial freedom in turbulent times. https://hubs.la/Q02CRR8D0 #FinancialFreedom #FinancialPlanning