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June 2023 by Anto Baharian
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!
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June 2023 by Roger Thomas
Chase at Westlake Private Wealth Management is the person you need to see if you need help with financial planning. He and his team are very professional, and take the time to understand your goals to give you the best advice possible to meet your needs. I highly recommend them for your financial planning needs.
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June 2023 by Google user
Chase at Westlake Private Wealth Management is the person you need to see if you need help with financial planning. He and his team are very professional, and take the time to understand your goals to give you the best advice possible to meet your needs. I highly recommend them for your financial planning needs.
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May 2023 by Nikki Hashemi
Chase is a passionate and knowledgeable financial planner. He is also very approachable and kind. Definitely someone to talk to when planning for your financial future including retirement.
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March 2023 by Seth Bowen
Chase Dapello and Westlake Private Wealth Management, located in Westlake Village, are a stunning team of experienced financial advisors and wealth professionals that will help you achieve your financial goals and take you and your investment portfolio to the next level! I can't thank Chase enough for his personalized treatment, accessibility, and helping me with my business and achieving my financial goals.
