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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Entrepreneurs all face the same question, “Which business structure should I adopt?”

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Three tips for giving smart from the heart.

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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.

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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.

Address

5743 Corsa Avenue, Suite 113
Westlake Village, CA
91362

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