It all began on the West Coast. The founding members, Brian Levy and Michael Clark, CFP® grew up in the South Bay across the street from each other. Michael started his comprehensive wealth management & retirement firm, M Clark Financial, in El Segundo in 2003. Michael and Brian worked together for 8 years. After Brian had his first child, he moved to Orange County and started his own firm, BML Wealth Management. Michael and Brian maintained a good relationship in the years following. After many conversations and collaborations, they realized 2 heads were better than one. It came full circle a decade later and West Wealth Group was born.
At West Wealth Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well thought out strategy, using a variety of investment and insurance products and services, designed to help you address your financial needs and concerns. One of the goals for West Wealth Group is to help you feel confident in your financial future. You’ve worked hard to build your assets and our team will work just as hard to help you preserve, save and grow what you’ve earned. Our mission is to help individuals and families achieve their ideal retirement.
We have the experience and resources to help you realize your retirement dreams by implementing The Retirement Fingerprint®. This is a customized written plan designed to help get you to and through retirement by focusing on five key areas of your financial life. These five areas include: Income Planning, Investment Planning, Tax Planning, Health Care Planning, and Legacy Planning. Within each area are goals to help ensure you have a suitable/appropriate plan in place for a confident retirement. We look forward to creating a financial plan that helps you create the retirement you’ve always envisioned.
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