Westlake Investment Advisors

Westlake Investment Advisors At Westlake Investment Advisors, we manage the wealth of several dozen successful families. Robert A. "Rocky" Mills, MBA
President Experienced. Credentialed.

At a time when experience and credentials matter, you'll appreciate having us on your team. While each family has achieved their success in different ways and are at varying stages in life, they tend to have similar wishes:

• They like the lifestyle that their wealth affords them. They’re millionaires – they have no desire to become “thousand-aires.”

• They want to take care of their family, enj

oy their retirement and leave a meaningful legacy.

• They’re willing to take some risk, but they want to avoid crippling losses.

• They want to work with an advisor who understands them, cares about them, puts their interests first, communicates well with them, and is always available for them. In short, they want a relationship with an advisor that they trust. I’ve been that trusted advisor since 1978. Disciplined. Independent. Robert A. ''Rocky'' Mills, CIMA® is a Registered Representative with and Securities offered through LPL Financial, Member FINRA/SIPC (www.finra.org / www.sipc.org). Investment Advice offered through Westlake Investment Advisors, a registered investment advisor and separate entity from LPL Financial. For a list of states in which we are registered to do business, please visit www.westlakeia.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Learn more about whether you need to pay estimated taxes.
09/02/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Property taxes too high? Here are ways to potentially lower your assessment.
08/31/2026

Property taxes too high? Here are ways to potentially lower your assessment.

For homeowners who think their property taxes are too high, there are ways to appeal.

The beans brewed for your morning coffee may have changed hands many times.
08/28/2026

The beans brewed for your morning coffee may have changed hands many times.

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
08/26/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

An ILIT could play a role in your estate strategy.
08/24/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

You’re the conductor of your 401k, IRA and taxable savings.
08/21/2026

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Children with special needs may need ongoing help after their parents are gone.
08/17/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
08/14/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
08/12/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Address

5743 Corsa Avenue, Suite 113
Westlake Village, CA
91362

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