Van Rijn & Associates PC

Westlake Private Wealth Management is an independent boutique wealth advisory practice based in Westlake Village, CA. They offer personalized investment guidance, financial advice, and coaching, as well as investment management services to high net worth individuals, multi-generational families, entrepreneurs, and small businesses throughout the United States. Their mission is to build strong and meaningful relationships with clients, providing them with clear and objective advice, tailored investment strategies, and comprehensive wealth management solutions. With a team of experienced advisors, each with an average of over 25 years of industry experience, Westlake Private Wealth Management is well-equipped to help clients nationwide in building, managing, preserving, and transitioning their wealth. They strive to deliver thoughtful and dynamic investment strategies that align with clients' unique goals, while also organizing and simplifying their financial lives to maximize the enjoyment of their wealth for current and future generations.Generated from the website

PCL Financial Group, located in Westlake Village, CA, is a full-service lender specializing in a wide array of mortgage lending solutions, including purchase, refinance, reverse mortgages, construction, and commercial property lending. Their experienced team is dedicated to providing tailored loan options to meet the unique needs of each client. With a focus on building strong relationships, the Mark Klein team emphasizes value-driven service and expert communication throughout the mortgage process. They employ a proactive approach to underwriting and structuring transactions, ensuring a seamless experience for their clients. Generated from the website