Westlake Investment Advisors

Westlake Investment Advisors At Westlake Investment Advisors, we manage the wealth of several dozen successful families. Robert A. "Rocky" Mills, MBA
President Experienced. Credentialed.

At a time when experience and credentials matter, you'll appreciate having us on your team. While each family has achieved their success in different ways and are at varying stages in life, they tend to have similar wishes:

• They like the lifestyle that their wealth affords them. They’re millionaires – they have no desire to become “thousand-aires.”

• They want to take care of their family, enjoy their retirement and leave a meaningful legacy.

• They’re willing to take some risk, but they want to avoid crippling losses.

• They want to work with an advisor who understands them, cares about them, puts their interests first, communicates well with them, and is always available for them. In short, they want a relationship with an advisor that they trust. I’ve been that trusted advisor since 1978. Disciplined. Independent. Robert A. ''Rocky'' Mills, CIMA® is a Registered Representative with and Securities offered through LPL Financial, Member FINRA/SIPC (www.finra.org / www.sipc.org). Investment Advice offered through Westlake Investment Advisors, a registered investment advisor and separate entity from LPL Financial. For a list of states in which we are registered to do business, please visit www.westlakeia.com. 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.

Protect yourself from identity theft.
10/09/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
10/07/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
10/05/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

What does it actually cost to raise a child? You might be surprised.
10/02/2026

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

Many have heard they should avoid probate; do you understand what probate is and how it works?
09/30/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

If you died, what would happen to your email archives, social profiles, and online accounts?
09/28/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
09/25/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
09/23/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
09/21/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Take an inside look into Simplified Employee Pension plans.
09/18/2026

Take an inside look into Simplified Employee Pension plans.

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Address

5743 Corsa Avenue, Suite 113
Westlake Village, CA
91362

Website

Alerts

Be the first to know and let us send you an email when Westlake Investment Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category