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2535 Townsgate Road., Suite 203, Westlake Village, CA 91361

818.704.0001
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Focused on Your Financial Future

Tailored wealth management solutions

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Financial Planning For Your Goals

From questions to confidence

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Custom-Tailored Financial Plans

Strategies that go wherever life takes you

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Guiding Families and Individuals through life's transitions

Investment Management

Creating an effective investment strategy is an ongoing process, and our team is with you every step of the way.

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Financial Planning

Build a personalized plan based on your needs.

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How We Work

Objective advice and solutions

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Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Michele Leach

Michele Leach, CDFA

Wealth Manager

818.704.0001 x225

Laura Leach

Laura Leach

Wealth Manager

818.704.0001 x228

Bill Kelleher

Bill Kelleher

Wealth Manager

630-605-8365

818-480-4305

Brian Kelleher

Brian Kelleher

Wealth Manager

630-995-6081

818-480-4305

Steven Smailes

Steven Smailes

Wealth Manager

818-704-0001

Lori Jasmine

Lori Jasmine

Operations Manager and Client Services Associate

818.704.0001 x220

Melody Younany

Customer Service

818-704-0001

The Ameriflex Group

The Ameriflex Group

Affiliated Branch

The AmeriFlex Group Form CRS