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Welcome to Lindsey & Lindsey

Your trusted quarterback for financial success.

At Lindsey & Lindsey Wealth Management, we provide personalized and integrated financial services designed to meet your unique needs and goals. As an independent, family-operated firm based in California, we offer a comprehensive approach to financial planning that prioritizes your best interests.

Our Approach

Personalized, integrated, and objective financial planning with your best interests in mind.

Integrated Financial Management​

We cover every aspect of your financial life, working closely with your other trusted advisors to ensure a cohesive and effective strategy.

Personalized Client-Centric Approach​

We tailor our services to your specific situation, fostering long-term relationships built on trust and satisfaction.

Fiduciary Responsibility

As an independent firm, we provide objective advice that prioritizes your best interests. We believe our fiduciary duty guarantees transparency and trust, giving you confidence that your financial well-being is our top priority.

Expert Coordination and Collaboration

We act as the quarterback of your financial team, coordinating with your estate attorneys, tax advisors, and other professionals to create a seamless and effective plan.

Specialized Services for High Net Worth Individuals

We specialize in working with retirees, pre-retirees, business owners, and high-net-worth individuals who require advanced planning and sophisticated strategies.

Long-Term Relationships and Succession Planning

We focus on multi-generational wealth planning, and strive to ensure financial stability for current and future generations.

Our Services

Explore our comprehensive range of services designed to provide you with a seamless and effective financial strategy:

Personal Financial Planning

Estate, Wealth Transfer, and Charitable Planning

Tax Planning and Coordination

Retirement Planning

Business Planning

Education Planning

Risk Management and Insurance Planning

Investment Management

Real Estate Analysis

Learn More About Our Services

Our Team

Our dedicated team of advisors brings a wealth of experience and expertise to manage your financial needs. Each team member is committed to providing personalized service and building long-term relationships with our clients.

Meet Our Team
Lindsey & Lindsey and Ascent Wealth Management Partners

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Main Location

4195 East Thousand Oaks Blvd.
Suite 125
Westlake Village, CA 91362

Contact Our Team

Office Hours

Mon-Fri: 8:30am–5:00pm

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Contact

Phone:
Office: (805) 330-3700
Toll-Free: (855) 334-0033
Fax: (805) 379-0600

Email:
[email protected]

Locations

4195 East Thousand Oaks Boulevard
Suite 125
Westlake Village, CA 91362

Hours:
Mon-Thu: 8:30pm–5:00pm
Fri: 8:30am–2:30pm

 301 N. Lake Avenue Suite 1002
Pasadena, CA 91101

Hours: By Appointment Only

416 Auburn Folsom Road Auburn, CA 95603

Hours: By Appointment Only

6200 Antioch Street
Suite 202
Oakland, CA 94611

Hours: By Appointment Only

1255 Treat Boulevard
Suite 300
Walnut Creek, CA 94597

Hours: By Appointment Only

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This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, HI,ID, IL, KS, KY, MD, MN, NC, ND, NM, NV, NY, OK, OR, SC, SD, TN, TX, WA, WI, VA, UT. No offers may be made or accepted from any resident outside the specific states referenced. Financial professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed, or exempt from registration and not all od the securities, products, and services mentioned are available in every state or jurisdiction.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

PLEASE NOTE: The information and links being provided are strictly as a courtesy. When you access a third party websites you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third party technologies, websites, information, and programs made available through this website.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Securities offered through Cambridge Investment Research, Member FINRA/ SIPC. Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory Firm. Cooper McManus, Lindsey and Lindsey Wealth Management, Ascent Wealth Management, and Cambridge Investment Research are not affiliated.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction, or from every person listed.

CLICK HERE FOR OUR FIRM’S FORM CRS. Cambridge’s Form CRS (Customer Relationship Summary)

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