All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Robert A. ''Rocky'' Mills, MBA
Partner
Your Lifestyle
Your Family
Your Retirement
Your Legacy
At Westlake Investment Advisors, we manage the wealth of several dozen successful families. 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, enjoy 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.
Experienced. Credentialed. Disciplined. Independent.