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The Lake Avenue Group

OUR MISSION STATEMENT

Professional Wealth Management with a Personal Touch

Our Story and Services

About the Group

We are a full-service seven-member team offering the highest quality and most comprehensive financial resources and knowledge available. Working out of offices in Westlake Village and Pasadena, California, The Lake Avenue Group at Morgan Stanley provides financial counsel and discretionary investment management to individuals and their families, professionals, business owners and others. Our services range from providing advice on specific financial needs to creating individualized plans that focus both sides of the balance sheet and every aspect of financial decision-making toward specified goals and objectives. We also provide Cash Management and Lending Solutions. 

Our combined strengths bring together asset management and planning for the future in a way that our clients feel is integrated and thorough. We accept appointments at either location or will drive to meet you at an alternate location. The Lake Avenue Group at Morgan Stanley is committed to providing you professional wealth management with a personal touch. Life is better at the Lake!

Westlake Village
100 N. Westlake Blvd.
Westlake Village, CA 91362
(805)494-0218

Pasadena
55 S. Lake Avenue 7th Floor
Pasadena, CA 91101
(626)304-2457


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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Working With You

Working With You

As Financial Advisors, our mission is to help guide, protect and enhance the financial lives of our clients, preparing them to weather life's challenges and benefit from its opportunities.  We are committed to effectively preserving and enhancing capital by helping you define your investment, estate and financial planning objectives, providing suitable recommendations and regularly monitoring and communicating results.  We build strong relationships with our clients, developing a foundation of mutual trust and the ability to offer more personalized advice, service and wealth management strategies. Sharing the responsibilities of wealth management with you, we help simplify the process of asset accumulation, management, protection and distribution across generations.

As your objective Financial Advisors, we offer a steady hand through the ups and downs of the market. We believe in long-term planning and building portfolios that take into account your time horizon, risk tolerance, special tax considerations or investment restrictions and other needs and preferences.  Through Morgan Stanley, we are able to offer to all clients intellectual capital, proactive planning and money management systems that have historically only been available to large institutions and the wealthiest of families.  We encourage you to meet with us to explore how we can help free you to live your life with confidence in your financial future. 

Events

Events

Meet The Lake Avenue Group

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact The Lake Avenue Group today.

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