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.

Today we honor and remember those who made the ultimate sacrifice.
05/25/2026

Today we honor and remember those who made the ultimate sacrifice.

Markets move, headlines change, and volatility comes and goes—but a well‑diversified portfolio remains one of the most r...
05/22/2026

Markets move, headlines change, and volatility comes and goes—but a well‑diversified portfolio remains one of the most reliable ways to manage risk over time. Spreading investments across asset classes, sectors, and regions helps ensure that no single event has to carry the full weight of your financial future.

Want to know if your portfolio is truly diversified for today’s market environment? https://www.westsideim.com/

Here are six common ways taxpayers get off track and the questions they should ask themselves during the tax year.
05/21/2026

Here are six common ways taxpayers get off track and the questions they should ask themselves during the tax year.

Market volatility is normal—even expected. Reacting emotionally to short-term swings can lock in losses or pull you away...
05/18/2026

Market volatility is normal—even expected. Reacting emotionally to short-term swings can lock in losses or pull you away from a well-thought-out plan. More often than not, volatility is something to plan for, not panic over.
The better question isn’t “What is the market doing today?” — it’s “Does my strategy still align with my goals, time horizon, and risk tolerance?”

Unsure whether volatility is a threat or an opportunity for your situation? https://www.westsideim.com/

Understanding market trends and economic developments can help investors make thoughtful decisions rather than emotional...
05/15/2026

Understanding market trends and economic developments can help investors make thoughtful decisions rather than emotional reactions. Questions? Visit our website: https://www.westsideim.com/

Market volatility is a reminder that short‑term movement is normal—but a disciplined, long‑term plan is built to endure ...
05/11/2026

Market volatility is a reminder that short‑term movement is normal—but a disciplined, long‑term plan is built to endure it. Staying focused on strategy often matters more than reacting to headlines.

Let’s review your plan and make sure it’s aligned for changing markets. https://www.westsideim.com/contact

Federal Reserve data shows about 3 in 10 Americans in their 50s lack retirement savings—even when pensions are included.
05/07/2026

Federal Reserve data shows about 3 in 10 Americans in their 50s lack retirement savings—even when pensions are included.

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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