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To meaningfully and positively affect our Clients' lives by helping them pursue their dreams, knowing that their financial well-being is proactively managed by a caring team who has their best interests at heart.

2945 Townsgate Road
Suite 200 
Westlake Village, CA 91361
818-991-2282

Team

Our experienced professionals are passionate about helping you achieve all that’s important to you.

 
Mitch Silberman is passionate about wealth strategies for families. He knows first-hand that through proper wealth management planning, people can create and sustain a legacy; however, without the proper planning, it is also possible...

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As the Director of Operations, Courtney is the primary liaison between our clients and the various companies with whom we work. Courtney’s tenacity for making each client feel special and valued truly resonates with our clients....

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