Our Practice

We founded Westlake Private Wealth Management to break free from the traditional 
Wall Street model and build an independent practice focused on objective advice,
personalized service and full transparency.

Our purpose is to build intimate and meaningful relationships with clients who consider us their most trusted financial advocates. To do so, we will follow three basic tenets:

  • We will always strive to provide our clients with the clearest paths to wealth accumulation, preservation, and ultimate transfer by designing and implementing thoughtful and dynamic investment strategies tailored to their unique goals.
  • As an independent practice, we will always strive to deliver clear and objective advice, free from corporate mandates and conflicts of interest.
  • We will always strive to offer thorough counsel on all of our clients’ wealth management issues, and we will strive to organize and simplify our clients’ lives in a way that allows them to maximize the enjoyment of their wealth now, and for future generations.

If we command our wealth, we shall be rich and free.
If our wealth commands us, we are poor indeed.

Our People

With an average of over 25 years of investment industry experience each, our advisors are distinctively positioned to help our clients nationwide build, manage, preserve and transition wealth.

Santa Barbara

Kai Cogswell

Director

Scott Trueman

Director

Kelly J. Siedschlag

Vice President
Senior Client Associate

Pasadena

Terence Lo

Director

Jenna Lee

Director

Fion Chan

Registered Client Associate

Claremont

Richard Groscost

Director

Gloria Rodriguez

Assistant Vice President
Senior Registered Client Associate

Lauren Troli

Senior Marketing Associate

Woodland Hills

John Morley

Senior Vice President

Thomas M. Morley

Senior Vice President

Chasity Valenzuela

Senior Administrative Associate

Santa Barbara

Kai Cogswell

Director

Scott Trueman

Director

Kelly J. Siedschlag

Vice President
Senior Client Associate

Pasadena

Richard Groscost

Director

Terence Lo

Director

Jenna Lee

Director

Gloria Rodriguez

Associate Vice President
Senior Registered Client Associate

Fion Chan

Registered Client Associate

Claremont

Richard Groscost

Director

Gloria Rodriguez

Assistant Vice President
Senior Registered Client Associate

Lauren Troli

Client Associate

Woodland Hills

John Morley

Senior Vice President

Thomas M. Morley

Senior Vice President

Chasity Valenzuela

Senior Administrative Associate

Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Vegas.

Our Locations

Westlake Village

200 N. Westlake Blvd.
Suite 202
Westlake Village, CA 91362

Santa Barbara

125 E De La Guerra Street
Suite 102
Santa Barbara, CA 93101

Pasadena

155 N Lake Avenue
8th Floor
Pasadena, CA 91101

Claremont

414 Yale Avenue
Suite B
Claremont, CA 91711

Woodland Hills

21700 Oxnard Street
Suite 1840
Woodland Hills, CA 91367