Westside Investment Management

Westside Investment Management Westside Investment Management, LLC is a full-service investment advisory firm. Securities offered through LPL Financial, Member FINRA/SIPC.

Investment advice offered through Westside Investment Management, a registered investment advisor and separate entity from LPL Financial. Member FINRA/SIPC finra.org sipc.org"
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Review it after major family, business, or financial changes and as tax rules evolve. Proactive reviews can reveal gaps ...
10/08/2026

Review it after major family, business, or financial changes and as tax rules evolve. Proactive reviews can reveal gaps before they become costly complications. Bring every part of your financial life into one conversation: https://www.westsideim.com/

A plan built for yesterday may not address tomorrow. Flexible gifting, trust, and estate strategies can help families ad...
10/02/2026

A plan built for yesterday may not address tomorrow. Flexible gifting, trust, and estate strategies can help families adapt as laws, assets, and priorities evolve. See how coordinated planning can prepare your legacy for change: https://www.westsideim.com/

Family, business, and tax circumstances change. A periodic review can help keep your wealth transfer strategy aligned wi...
10/01/2026

Family, business, and tax circumstances change. A periodic review can help keep your wealth transfer strategy aligned with your goals and the people who matter most. Review your broader wealth strategy with Westside: https://www.westsideim.com/

Early reviews can provide more time to evaluate tax, gifting, and estate planning opportunities. Start the conversation ...
09/29/2026

Early reviews can provide more time to evaluate tax, gifting, and estate planning opportunities. Start the conversation at https://www.westsideim.com/.

Thoughtful planning may help support important causes while reflecting your values and vision. Interested to learn more?...
09/28/2026

Thoughtful planning may help support important causes while reflecting your values and vision. Interested to learn more? Read the full blog here! https://www.westsideim.com/blog

Some investors explore opportunities designed to pursue returns while supporting broader social objectives. Learn more a...
09/24/2026

Some investors explore opportunities designed to pursue returns while supporting broader social objectives. Learn more at https://www.westsideim.com/

Explore how stocks and bonds have performed during past Fed rate-hike cycles, and learn what history may signal for inve...
09/22/2026

Explore how stocks and bonds have performed during past Fed rate-hike cycles, and learn what history may signal for investors as interest rates rise.

Charitable giving can be about more than making a donation. For many high-net-worth families and business owners, it can...
09/22/2026

Charitable giving can be about more than making a donation. For many high-net-worth families and business owners, it can become a meaningful part of a broader wealth, tax, and legacy plan.

The challenge is that there are many ways to give, each with different considerations. Donor-advised funds, charitable trusts, family foundations, appreciated securities, and legacy gifts may all play a role depending on your goals, assets, and family circumstances. Visit https://www.westsideim.com/ to learn more.

Family foundations may provide a structured way to support causes while involving future generations. Read the full blog...
09/21/2026

Family foundations may provide a structured way to support causes while involving future generations. Read the full blog.

Address

2444 Wilshire Boulevard Ste 303
Santa Monica, CA
90403

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13103159400

Website

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