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“Not your average wealth management company. A very personalized down-to-earth experience makes all this a lot easier. They really do think about your wellbeing first, and don't have the legacy business model that drives me crazy! Thank you WPWM!”
8:30AM - 5PM
920 Hampshire Rd Suite A2, Westlake Village
Investing
“Jessa Ash has gone above and beyond to steer me in a positive way for improving my finances.
She has worked day and night to help my goals a reality and has a key sense for business improve my?”
“Love the location, love the people. Have several accounts here. Hours are excellent; easy parking. Always greeted with smiling faces. Diana Galvez, the Branch Relationship Manager, has been incredible with helping me with a small, technical issue that no one else could seem to solve. And I'll usually go straight to Melisa at the teller window for my transactions. The best! And be sure to snag one of the lollipops at the reception desk on your way out!”
7:30 AM - 5:00 PM
2629 Townsgate Rd Suite 135, Westlake Village
Investing
“Chris Hardt has done a spectacular job successfully managing my portfolio, especially through these recent chaotic times. His office staff is wonderful and very responsive. Nadia, who is a financial advisor working with Chris in this office, is warm, professional and knowledgeable. She took the time to connect with my son, who is on the spectrum, and engage him in becoming interested in his portfolio and making decisions around it. I was very impressed and grateful.”
Investing
Investing
Investing
Investing
Investing
“It’s rare to find a mortgage professional who truly gets it—someone who understands what it means to stay aligned and deliver exceptional service from start to finish. Regional Sales Director Jonah Belgrini of Velocity Mortgage Capital exceeded every expectation, responding to every email, call, and text with incredible speed and consistency. His level of availability is virtually unheard of in this industry.
Hats off to you and your entire team for making the process so seamless. You’ve made it easy—and a pleasure—to send all of my loans your way. I truly appreciate your attention to detail, commitment to service, and the professionalism you bring to everything you do.”