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The Westlake Group
The Westlake Group
at Morgan Stanley Smith Barney
Financial Advisors
100 North Westlake Boulevard
Westlake Village, CA 91362
tel: 805-497-0881
toll free: 800-654-5954
fax: 805-494-0231
l-r Joel, Paul, Pam, and Jason
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Welcome Meet Our Group Services
Welcome

For investors who seek professional and knowledge-based financial advice, The Westlake Group at Morgan Stanley Smith Barney provides investment and planning counsel that focuses on income and growth objectives using a risk managed approach.

Our commitment to clients extends far beyond the normal advisor-investor relationship.  Our Portfolio Management program is a life-planning partnership designed to help you move towards your long-term financial objectives.  It is a program that allows direct communication with the investment professionals managing your assets.

For more information about the Portfolio Management Program and our investment style, please contact us directly.
Services
  • Financial Planning
  • Fixed Income
  • Professional Portfolio Management
  • Retirement Planning
  • 529 Plans
  • Long Term Care Insurance
  • 401k Rollovers
  • Annuities
  • Life Insurance
Bulletin Board
  • Contemplating retirement? Rolling over a 401(k)? Have IRA Rollover questions? Let us help. Please contact us.
  • The highest compliment we can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

2009 Year-End Tax Planning Guide (pdf)

A New Retirement Opportunity: A Second Look at Roth IRAs (pdf)

On the Markets (pdf)
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