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Illuminating Your Financial Horizon

Clarity‑driven planning and disciplined investing—for families navigating complex wealth

Secure portal • No cost or obligation • Takes ≈ 5 min

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CFP®

WESTLIGHT WEALTH

A California based, fee-only investment advisory firm providing fiduciary wealth management. We serve as a steward of your financial well-being, offering objective advice and placing your interests first. 

Portfolio Management

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Investment Strategy

Emphasizing a tailored approach to investment strategy, individual financial goals and market dynamics receive utmost attention. This dedication leads to...

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Asset Allocation

Asset allocation  optimizes your portfolio's risk and return characteristics by carefully distributing your investments among...

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Risk Assessment

Risk assessment evaluates potential threats to your investment portfolio from both a micro and macro perspective. We examine factors like market volatility...

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Guiding Your Journey to Financial Confidence

Tailored strategies, transparent advice, and a partnership built on trust—so you can navigate every financial decision with clarity and calm

See your Numbers in 5 Minutes

Preview your future in minutes, before we ever meet.

Secure portal powered by RightCapital – no obligations, no credit card.

100 Wilshire Blvd, Suite 700,  Santa Monica, CA  90401

(310) 917-1061

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  Westlight Wealth is a registered trade name (doing business as) of Rounick Capital Management LLC, a California-based registered investment advisor. All advisory services are offered through Rounick Capital Management LLC.

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