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 financial 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:
- Investment Advisory
- Retirement, Tax, and Charitable Planning
- Asset, Liability, and Cash Flow Analysis
- Risk Mitigation
- Estate Review
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.