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
Personalized Client-Centric Approach
Fiduciary Responsibility
Expert Coordination and Collaboration
Specialized Services for High Net Worth Individuals
Long-Term Relationships and Succession Planning
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
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.
Contact Us
We'd Love To Hear From You
Main Location
4195 East Thousand Oaks Blvd.
Suite 125
Westlake Village, CA 91362
Contact Our Team
Office Hours
Mon-Fri: 8:30am–5:00pm