wiseradvisor

Michael Fessler
Westlake Wealth Management

Tel: (682) 888-6144
310 S Oak Street Suite 208
Roanoke, TX 76262

Your best interest is the cornerstone for our business.


About Westlake Wealth Management

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:

Honesty

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.

Personalization

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.

Knowledge

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.


General Information

Firm Start Year:   2020
No.of Employees:   5-9
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


Services

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


Firm Information

Assets Managed by Firm:   45000000
Assets Managed by Advisor:   $45000000


Compliance

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


Education

BBA - Accounting  Eastern New Mexico University - Portales, NM
09/01/2007-05/31/2011

MBA - Finance  North Texas University - Denton, Texas
09/01/2011-05/31/2013



Michael Fessler

Michael Fessler

EA, AAMS®, CFP®

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.

My Team

Tory Giddens
Tory Giddens Series 6, 63, 7, 66
Tory Giddens serves as Chief Compliance Officer for Westlake Wealth Management. He has helped people meet their goals for over 20 years. Prior to joining Westlake Wealth Management, Tory was a financial advisor at a nationwide brokerage firm where he received numerous awards for faithfully serving his clients and building his practice.  After 5 years at Edward Jones, Tory determined that it was in the best interest of his clients to partner with fee-only RIA Westlake Wealth Management. &nbs ...more

J.R. Matthews
J.R. Matthews
James Robert (J.R.) Matthews is a Managing Partner at Westlake Wealth Management. He is passionate about helping his clients grow financially with honest guidance and professional planning support. J.R. obtained his BA in Psychology and his Masters in Industrial Organizational Psychology. After serving in the United States Air Force, he became a successful entrepreneur and grew his company to over $75 million a year. J.R. is eager to use his experience to help others reach their wealth goals an ...more

Erica Poff
Erica Poff
Erica Poff has been in the banking and investment industry since 2010. She holds a bachelorâ€Ã¢Ã¢â‚¬Å¾¢s degree in Art and Design and Advertising from the University of North Texas. Erica has a passion to be well rounded and always has a "roll up her sleeves" attitude to help teach and guide others. Erica grew up in Keller and currently lives in Fort W ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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