At Westlake Wealth Management, we serve a diverse group of business owners, executives, retirees and much more. No matter how our clients came to us, they are all unified in their need for superior service and unbiased financial advice. Whether you are a business owner who wants more time to focus on growing your business, an executive that doesnt have enough hours in the day to spend on personal finances, or a retiree who just wants to spoil the grandchildren, our goal is to give you peace of mind knowing that your financial future is in good hands.
Our Mission is to do what is in the best interest of our clients and to give back to the communities in which we serve.
Our Philosophy is not to be everything for everyone - but rather be everything for a few people. We believe in providing individualized service and unparalleled support to each one of our clients. We are selective when choosing individuals to work with, and encourage potential clients to do the same when choosing a financial advisor.
Our Values serve as our guide in all client interactions and in every plan design. From the first phone call to final implementation - this is what you can expect from Westlake Wealth Management:
As an independent wealth management firm, we take our duty to provide objective advice seriously. Anyone can say they put their clients interests above their own, but we believe that saying it means much less than doing it. At Westlake Wealth Management, we are here to add value, look out for the best interest of our clients, and give back to our community.
Regardless of your current situation and needs, you deserve a customized strategy tailored to you and you alone. Rehearsed advice and recycled plans have no place in our firm. We take a deep dive into each of our clients wealth management needs and provide strategies aimed at progressing toward their specified goals.
Our goal is always to provide world-class service to our clients. Part of that service includes education. We believe in equipping our clients with the knowledge to understand where their money is going and why. We encourage questions and take time to ensure clarity in our clients financial plans.
|Firm Start Year:||2020|
|Name of Custodial Firm:||TD Ameritrade|
|Number of Years with Current Firm:||3|
|I work with the following types of clients:||Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors|
|Investment Types:||Mutual Funds, FOREX & Currency, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Options & Futures, Commodities, Bonds, Mortgages & Real Estate, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At my office, Via phone, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Life, Long Term Care|
|Assets Managed by Firm:||45000000|
|Assets Managed by Advisor:||$45000000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Minimum Portfolio Size for New Managed Accounts:||$250000|
|Compensation Methods:||Flat Fee, Based on Assets|
|Fee % Based on Assets:||1.0|
|BBA - Accounting||
Eastern New Mexico University - Portales, NM
|MBA - Finance||
North Texas University - Denton, Texas
Michael Fessler, CFP®, AWMA®, EA, is a Managing Partner at Westlake Wealth Management. He specializes in financial planning, portfolio management, risk management, estate planning, and tax planning.
Michael holds a BBA in Accounting, an MBA in Finance, and earned his CERTIFIED FINANCIAL PLANNER (CFP®) designation to best serve his clients. He has also earned his Acredited Wealth Management Advisor (AWMA®) designation and is an Enrolled Agent (EA). After beginning his career with a nationwide planning firm, Michael decided to establish his own firm in order to provide truly independent guidance to individuals and families. He is passionate about helping people create better futures for themselves and for generations to come.
Michael lives in Trophy Club, Texas with his wife Chelsea and their four young children. He enjoys spending time with his family and friends, playing golf, and cheering on Alabama football.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|