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.

Thoughtful charitable planning often begins by identifying causes, values, and long-term goals. Visit https://www.westsi...
09/01/2026

Thoughtful charitable planning often begins by identifying causes, values, and long-term goals. Visit https://www.westsideim.com/ to learn how wealth planning can support your broader financial vision.

The end of the year often arrives faster than expected. That's why now can be a great time to review any gifting strateg...
08/25/2026

The end of the year often arrives faster than expected. That's why now can be a great time to review any gifting strategies you're considering for family members, heirs, or charitable causes.

By planning ahead, you can take a thoughtful approach to your decisions, coordinate them with your broader financial and estate plan, and avoid the stress of year-end deadlines.

Planning ahead may provide greater flexibility and clarity while helping ensure your gifts reflect your values and goals.

Ready to discuss your year-end planning opportunities? Contact us today to start the conversation. https://www.westsideim.com/

When most people think about estate planning, they think about homes, bank accounts, and investments. But what about the...
08/20/2026

When most people think about estate planning, they think about homes, bank accounts, and investments. But what about the digital life you've built over the years?

Today, digital assets can include everything from email accounts and social media profiles to online businesses, cryptocurrency holdings, subscription services, and valuable family photos stored in the cloud. These assets often hold both financial and sentimental value, making them an important part of a complete estate plan.

A modern estate plan should reflect the modern world. Reach out today to learn how to better protect your digital legacy. https://www.westsideim.com/

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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