Integrated Wealth Management

Westlight Wealth is an independent fee-only financial advisory firm based in Venice, CA, serving families and professionals across Santa Monica and the greater Los Angeles area. With a commitment to a fiduciary standard, they provide transparent financial planning and portfolio management without commissions, focusing on aligning complex wealth with purposeful living. Utilizing evidence-based investment strategies and tailored financial guidance, Westlight Wealth emphasizes risk assessment, retirement planning, and continuous portfolio monitoring to help clients navigate financial decisions with clarity. Their approach includes practical tools like tax-loss harvesting and personalized investment policies to optimize clients' financial futures. Generated from the website

Hankey Investment Company is a fully integrated, private real estate investment, development, and finance firm with a 35-year track record in Southern California. With a portfolio valued at over $1 billion, they specialize in opportunistic real estate investments, transforming underutilized properties into vibrant multifamily and mixed-use communities. With a team comprised of talented staff members from both entrepreneurial and institutional backgrounds, Hankey Investment Company leverages their extensive local relationships, deep market knowledge, and diversified platform to access and capitalize on unique investment opportunities in Los Angeles, Orange, and San Diego counties.Generated from the website