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

Westside Investment Management

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United States
Santa Monica, CA
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.

07/17/2026

Older generations have already begun transferring trillions of dollars in wealth to their families and to charity in a process that many wealthy families aren’t as prepared for as they should be.

07/16/2026

Succession planning supports continuity, reduces risk, and protects business value. Financial and tax planning are key to making the transition efficient. Read the full blog. https://www.westsideim.com/blog/the-importance-of-succession-planning-in-medium-to-large-sized-businesses

07/15/2026

Our newest market update provides timely insights to help you navigate changing market conditions with confidence.
👉 Read the full commentary here: https://www.westsideim.com/weekly-market-commentary

07/13/2026

It helps manage taxes, preserve business value, and reduce financial risk during ownership transitions. Visit our website if you have more questions. https://www.westsideim.com/

07/10/2026

Without a succession plan, businesses may face disruption, loss of value, and uncertainty during leadership transitions. Planning ahead helps protect long-term stability. https://www.westsideim.com/

07/08/2026

Stay informed with our latest weekly market commentary, featuring perspectives on key trends shaping today's financial landscape.
👉 Click the link to read the full commentary: https://www.westsideim.com/weekly-market-commentary

07/04/2026

Wishing you and your family a safe, joyful, and memorable Independence Day. As we celebrate the freedoms and opportunities that make our country great, we hope your day is filled with family, friends, and fireworks.

07/01/2026

Warren Buffett’s 90/10 rule urges everyday investors to keep 90% of their money in a low-cost S&P 500 index fund and the remaining 10% in short-term government bonds.

06/28/2026

National Insurance Awareness Day highlights the role insurance can play in protecting families, assets, and long-term legacy goals.

06/24/2026

See what to keep an eye on in this week’s market commentary. Click the link to read more. https://www.westsideim.com/weekly-market-commentary

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

http://www.westsideim.com/

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