Westlake Village Wealth Management

30700 Russell Ranch Road, Suite 250, Westlake, CA 91362 | (800) 231-7414

The Kayne Anderson Rudnick wealth management team has been providing customized financial planning and investment solutions for over 35 years. When Richard Kayne, John Anderson, and Allan Rudnick first built the firm, they adhered to rigorously evaluated, high-quality investments, an approach that has remained at the core of our business. Consider our portfolio history and our 97% client retention rate and you’ll be unsurprised to learn that we’ve consistently been ranked among the best wealth management firms by Barron’s Magazine.

 

With KAR wealth management in Westlake Village, you’ll have a partner you can trust to achieve your goals, giving you the peace of mind you need to enjoy what matters most: living a happy, meaningful, healthy life with those you love.

 

Our wealth management services include:

Contact our Westlake Village wealth management office to meet with a KAR wealth manager. Our process involves a holistic, comprehensive examination of your particular financial situation and your specific goals. We’ll help you lay a strong foundation for your and your family’s future with a plan that is tailored to you.

 

Let’s get started.

Our staff at Westlake Village Wealth Management

Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee