Embrace 2025 with a solid financial plan! Explore new trends and techniques for smarter investing and saving next year with our team of experts! 💡💵 https://lnkd.in/gT8AWGwr #FinancialAdvisor #SantaMonica #OKC #Maui
Westside Investment Management
Financial Services
Santa Monica, CA 293 followers
Innovation, Communication & Integrity
About us
Westside Investment Management is an independent investment management firm that provides Wealth Consultation Services. These services include Comprehensive Financial Planning and Investment Management to retirees, executives, successful professionals, and business owners. Our main office is located in beautiful Santa Monica, California. We have since opened two additional locations in Oklahoma City, OK and Wailuku, HI. We work with clients across the United States. We strive to simplify the complexities of wealth in order to enhance the quality of your life, time and resources. Our personalized processes are designed to center on your values and are specifically tailored to individuals and families with more than $1,000,000 of investable assets. For our valued guests, our website has been designed to provide a greater understanding of our firm, its people and our philosophy. It is our hope that you will find common ground with Westside Investment Management, and form a long-lasting partnership with us. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org). Investment advice offered through Westside Investment Management, a registered investment advisor and separate entity from LPL Financial. The financial professionals associated with Westside Investment Management 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. For a list of states in which we are registered to do business, please visit: www.westsideim.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.
- Website
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http://www.westsideim.com
External link for Westside Investment Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Santa Monica, CA
- Type
- Privately Held
Locations
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Primary
Get directions
2444 Wilshire Blvd. #303
Santa Monica, CA 90403, US
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Get directions
10900 Hefner Pointe Drive # 502
Oklahoma City, OK 73120, US
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Get directions
24 North Church Street, Suite 405,
Wailuku, HI 96793, US
Employees at Westside Investment Management
Updates
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Happy Halloween from WIM! We hope everyone has a fun & safe night. #happyhalloween #SantaMonicaCA #OKC #Maui #Financialadvisor
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The weekly market commentary is now available. For more info, please click here: https://lnkd.in/gD4ZweCk If you have any questions, contact us today: https://lnkd.in/gT8AWGwr #MarketUpdate #WIM #WealthManagement
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Small businesses are feeling the pinch! Rising insurance costs force tough decisions. Discover how they’re navigating these challenging times in the WSJ. #SmallBiz #Insurance
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More than half of Americans (55%) worry about achieving financial security in retirement. Let's address these concerns and plan for a brighter future! #Retirement #Finance #SantaMonicaCA #OKC #Maui #Financialadvisor
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Nasdaq's focus on fighting financial crime could lead to significant profits. Explore how this strategy might reshape the market landscape in the WSJ! #Finance #Nasdaq
Fighting Financial Crime Could Pay for Nasdaq
advisorstream.com
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The weekly market commentary is now available. For more info, please click here: https://lnkd.in/gD4ZweCk If you have any questions, contact us today: https://lnkd.in/gT8AWGwr #MarketUpdate #WIM #WealthManagement
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💡🔮 Discover a 'what-if' income solution for retirees that could transform financial security in retirement! Explore innovative strategies in Forbes! #Retirement #Finance
A ‘What-If’ Income Solution For Retirees
advisorstream.com
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As we prepare for the year to come to a close, let’s give back! Your contributions matter. Make a difference today and spread some joy! ❤️🙏 #EndOfYearGiving #MakeAnImpact #SantaMonicaCA #OKC #Maui #Financialadvisor
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The weekly market commentary is now available. For more info, please click here: https://lnkd.in/gD4ZweCk If you have any questions, contact us today: https://lnkd.in/gT8AWGwr #MarketUpdate #WIM #WealthManagement
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