Cavalier Associates

Heritage Capital Strategies is an independent financial services firm located in Westlake Village, CA, specializing in life insurance solutions tailored for business owners, affluent families, key executives, and family offices. The firm focuses on helping clients identify life insurance products and funding scenarios that effectively manage financial risks while allowing for future flexibility. With a commitment to personalized service, Heritage Capital Strategies leverages its affiliation with M Financial Group to ensure proactive reviews of insurance performance. The firm prides itself on its analytical proficiency, underwriting experience, and market access to customize life insurance portfolios that align with each client's unique financial vision. Generated from the website

UBS Financial Services in Westlake Village, CA, is dedicated to fostering lasting relationships with its clients by understanding their priorities and concerns while collaboratively working towards their life goals. Backed by over 160 years of experience, UBS provides best-in-class wealth management advice to some of the world's wealthiest individuals and families. The leadership team at UBS includes seasoned professionals such as Mitch Markley, the Market Executive overseeing the Mountain West Market, and Laurie Hayden, the Director of Client Experience for the Rockies Market. Their combined expertise in financial advisory and commitment to quality client service position UBS as a prominent player in the wealth management industry. Generated from the website