MainStreet Financial Planning - Westlake Village

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Westlake Village, CA area, Rick H Koff will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Kayne Anderson Rudnick is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (a Forbes 400 billionaire and the benefactor of UCLA’s Anderson School of Management). With offices in Los Angeles, San Francisco, Newport Beach, Seattle, Salt Lake City, Scottsdale, Denver, Boston and Providence and $37.0 billion in assets under management, the company manages assets for both high-net-worth and ultra-high-net-worth individuals as well as institutional clients. With over 30 years of experience, the firm is known for its commitment to high quality in its business practices, investment strategies and wealth solutions.

The Wealth Consulting Group, located in Westlake Village, CA, positions itself as a dedicated Personal CFO and trusted advisor, specializing in comprehensive wealth management services. With a collaborative approach, they create customized financial strategies that address the complexities faced by affluent individuals and families, covering areas such as investment management, financial planning, and sustainable investing. The firm has been recognized for its commitment to diversity and inclusion within the financial advice industry, earning accolades such as the 2018 Excellence in Diversity Inclusion Award from Investment News. With a strong national presence and a team of skilled professionals, The Wealth Consulting Group aims to empower clients to make informed financial decisions while effectively managing their wealth across personal and business goals. Generated from the website