Our Firm

At Granite Bay Wealth Management & Westlake Investment Advisors, we operate as one unified firm with deep California roots—serving clients from El Dorado Hills to Westlake Village and beyond. Guided by shared values of trust, integrity, independence, and transparency, our team delivers comprehensive wealth management and sophisticated financial planning designed to help affluent families, business owners, and retirees pursue their goals with clarity and confidence.

Together, our Northern and Southern California offices bring decades of combined experience, pairing disciplined investment research with a highly personalized client experience. As fiduciaries for our advisory clients, we are committed to helping clients navigate life’s financial complexities through thoughtful strategies focused on wealth preservation, tax efficiency, and multigenerational legacy planning.