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, enj

oy 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.

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Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
05/29/2026

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.

Here are 5 facts about Social Security you absolutely need to know.
05/22/2026

Here are 5 facts about Social Security you absolutely need to know.

Here are five facts about Social Security that are important to keep in mind.

Tax time can be a good time to give your household budget a checkup.
05/18/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
05/15/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Protect yourself from identity theft.
05/13/2026

Protect yourself from identity theft.

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

Take an inside look into Simplified Employee Pension plans.
05/11/2026

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

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