Lindsey & Lindsey Wealth Management

Lindsey & Lindsey Wealth Management Lindsey & Lindsey Wealth Management, Inc.
4195 E. Thousand Oaks Blvd, Suite 125
Westlake Village, CA 91362 Planning your financial future can be a daunting task.

At Lindsey and Lindsey Wealth Management, we are committed to helping you work towards your unique financial goals and objectives. We know reaching your short-term and long-term financial objectives hinges on having the right plan - one that fits your unique circumstances and grows with you. We know that. That's where Lindsey and Lindsey Wealth Management comes in. Understanding your individual go

als, objectives, and circumstances is the cornerstone to tailoring our services to meet your needs - creating a customized solution that is right for you. We're trained, licensed professionals, drawing on years of financial planning experience who take into account the full range of needs you have now, and those needs you may have in the future; periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track. At Lindsey and Lindsey Wealth Management, we offer only independent, objective investment advice dedicated to helping you build wealth and protect your hard-earned assets. We recommend only those products and services that can be tailored to suit your unique needs - so our loyalty belongs exclusively to you. You are not limited to proprietary platforms, investment products, or research. We continue to remain forward-focused in every aspect to designing a plan for you. Above all else, we are here for you! ADVISORS: Learn more about John Lindsey's story of leaving Edward Jones to start his own independent firm at http://www.theboldadvisor.com/. John, aka The Bold Advisor, founded Lindsey and Lindsey Wealth Management in 2012 to be able to better serve his client base with an expanded universe of investment offerings. http://www.lindseyandlindsey.com http://theboldadvisor.com/ http://twitter.com/Lindsey2Wealth/ http://linkedin.com/company/lindsey-&-lindsey-wealth-management
https://plus.google.com/+Lindseyandlindsey

Securities offered through Cambridge Investment Research, Inc., Member FINRA (www.finra.org)/SIPC (www.sipc.org). Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory Firm. Cooper McManus, Lindsey & Lindsey Wealth Management, and Cambridge Investment Research are not affiliated. Securities licensed in: AL,AZ, CA, CO, FL, IN, MD, NC, ND, NV, NY,OK, OR, TN, TX, VA, WA. DISCLOSURE: John Lindsey was recognized as a FIVE STAR Wealth Manager by Crescendo Business Services LLC. This award goes to advisors who provide exceptional service based on research with peers, firms, consumers and regulatory services. http://www.lindseyandlindsey.com/p/the-five-star-wealth-manager

Markets change. Tax laws evolve. Businesses grow.The owners who navigate change most successfully are often those who re...
08/28/2026

Markets change. Tax laws evolve. Businesses grow.

The owners who navigate change most successfully are often those who revisit their strategic plan regularly—not only when a major event occurs.

Long-term success is built through consistent planning, thoughtful adjustments, and disciplined ex*****on.

Unlike traditional employees, business owners often rely on the value of their company to fund retirement.Building perso...
08/26/2026

Unlike traditional employees, business owners often rely on the value of their company to fund retirement.

Building personal investments alongside business equity can create greater financial flexibility and reduce dependence on a future sale.

Business owners often build significant wealth inside their companies, creating concentration risk.Diversifying outside ...
08/24/2026

Business owners often build significant wealth inside their companies, creating concentration risk.

Diversifying outside the business over time can help protect personal wealth while preserving flexibility for retirement, succession, or an eventual sale.

A succession plan isn't just about retirement—it's about increasing the value and continuity of the business.Clear owner...
08/19/2026

A succession plan isn't just about retirement—it's about increasing the value and continuity of the business.

Clear ownership structures, documented processes, and leadership development can improve operational stability while making the business more attractive to future buyers or the next generation.

Business decisions often have personal financial consequences.Coordinating business planning with investment management,...
08/17/2026

Business decisions often have personal financial consequences.

Coordinating business planning with investment management, estate planning, insurance, and tax strategy creates a more complete picture of long-term wealth.

Integrated planning helps ensure each decision supports broader financial objectives.

Whether transitioning to family, employees, or a third-party buyer, the most successful exits are rarely built in the fi...
08/14/2026

Whether transitioning to family, employees, or a third-party buyer, the most successful exits are rarely built in the final year.

Improving profitability, documenting operations, reducing owner dependence, and strengthening financial reporting can significantly enhance business value over time.

For many business owners, the company represents the largest asset on their balance sheet. Yet it's often reviewed less ...
08/12/2026

For many business owners, the company represents the largest asset on their balance sheet. Yet it's often reviewed less frequently than an investment portfolio.

Strategic planning means evaluating business value, tax efficiency, succession, and liquidity as part of an integrated wealth strategy—not just an operational one.

Long-term care planning isn't simply about paying for care—it's about preserving independence and choice.According to th...
07/29/2026

Long-term care planning isn't simply about paying for care—it's about preserving independence and choice.

According to the U.S. Department of Health and Human Services, approximately 70% of people turning 65 today will require some form of long-term care. Planning early provides more options and greater flexibility if care is ever needed.

A portfolio can be highly valuable yet difficult to access.Balancing illiquid assets like real estate or private investm...
07/24/2026

A portfolio can be highly valuable yet difficult to access.
Balancing illiquid assets like real estate or private investments with sufficient liquidity is an important part of long-term risk planning.

Investment risk is only one piece of a comprehensive financial plan.Longevity, healthcare costs, inflation, and changing...
07/22/2026

Investment risk is only one piece of a comprehensive financial plan.

Longevity, healthcare costs, inflation, and changing family circumstances can all influence long-term financial outcomes and deserve regular review.

Address

4195 E Thousand Oaks Boulevard, Ste 125
Westlake Village, CA
91362

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2:30pm

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