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844-WestPac

Westlake Village

Contact Us:

Phone: 805.413.7422
Fax: 805.715.7006

Hours: 9am - 5pm, Monday-Friday

2649 Townsgate Rd., Suite 100
Westlake Village, CA 91361-2728

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Westlake Village is a lake community providing residents and visitors quiet charm and engaging cultural experiences. For people looking to relax and appreciate the beauty of Westlake Village’s surroundings, the community has many spa and resort options prioritizing wellness and self-care. Once you’ve indulged in a massage or offered Namaste salutations after a yoga class, you may want to sit back and appreciate the vineyard views at Westlake Village’s Aldabella Winery and Tasting Room.

If the outdoors is more your speed, Westlake Village has plenty of nature to match your desired activity. Hit the trails along Bernice Bennett Park, tour the sprawling grounds of the Epona Estate, or hit the golf links at Sherwood Country Club. Calm introspection or active lifestyle; Westlake Village has something for everyone. It’s this spirit of possibility at the heart of our philosophy at WestPac Wealth Partners.

WestPac Wealth Partners Westlake Village team is comprised of financial advisors, insurance professionals, wealth managers, and investment professionals focused on helping clients take control of their lives and guide them to build a clear path to their financial future.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services including but not limited to whole life insurance planning, disability insurance planning, retirement planning, wealth accumulation planning, business planning, and estate planning. We believe our holistic approach to financial protection and wealth building has far-reaching benefits for our clients, especially getting opinions from several sources with diverse backgrounds, education, and experience.

We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please give us a call or email us. A member of the WestPac West Village team would enjoy speaking with you.

Contact the Westlake Village team

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