Bryan A. Rentschler
Financial Advisor
Financial Advisors in Westlake Village, CA
At Savant Wealth Management in Westlake Village, CA, our fiduciary financial advisors dedicate themselves to helping you approach your financial future with confidence and clarity. As a fee-only, majority employee-owned firm, our goal is to help provide objective advice that aligns with your best interests. From our office at 100 N. Westlake Blvd., Suite 203, where our advisors are available by appointment only, we work with individuals, families, and business owners to create customized strategies for managing, growing, and protecting wealth.
While most of our clients have $750,000 or more in investable assets, we also collaborate with those who anticipate meaningful financial growth from career advancement, business ownership, or inheritance. Our team frequently works with clients navigating complex financial decisions, helping them coordinate investment management, retirement planning, tax strategies, and estate planning within a cohesive long-term plan.
If you’re preparing for retirement, navigating complex financial decisions, or aiming to align your investment, tax, and estate planning strategies, our Westlake Village-based team is here to help. Schedule your introductory consultation to learn how Savant can help support your long-term goals with clarity and care.
Why Choose Savant in Westlake Village for Financial Planning?
Savant Wealth Management brings national depth and local insight to every client relationship. Our Westlake Village advisors are committed to providing personalized guidance supported by a collaborative, credentialed team. As fiduciaries, we are legally required to act in our clients’ best interests. Whether you’re managing growing wealth, preparing for a significant liquidity event, planning for retirement, or building a legacy for future generations, we focus on your goals and offer ongoing support through every stage of life.
Financial Planning Services Offered at Our Westlake Village Office
Our Westlake Village office offers a full spectrum of comprehensive financial services designed to help you work toward your evolving needs. From investment and retirement planning to estate planning and tax strategies, our integrated team approach helps to ensure every part of your financial life works in harmony. By bringing together multiple areas of focus under one roof, we can help clients make more informed decisions and build strategies that adapt as their goals and circumstances change. Explore the service options below to see how Savant can help you pursue your goals.
Meet Our Westlake Village Financial Advisors
The advisors at our Westlake Village office bring extensive experience helping individuals, families, executives, and business owners navigate increasingly complex financial decisions. As fiduciaries, they provide objective guidance and personalized strategies designed around each client’s unique goals and circumstances.
Through Savant’s collaborative planning approach, clients can benefit from coordinated experience across investments, retirement planning, tax strategies, and estate planning, while helping create a more cohesive financial strategy built for long-term financial goals.
Stewart E. Erickson
Client Discovery Representative
Michael R. McGlashen
JD, CEPA®Senior Business Development Officer
Upcoming Webinars
Biggest Financial Risks Facing High-Net-Worth Families
August 19 | 1:00 PM CTManaging More Than Assets – Assess risks that may affect wealth, legacy, and family goals. Best for investors with $750K+ saved.
Register Now
When Equity Compensation Becomes Real Money
August 26 | 1:00 PM CTUnderstanding Equity Pay – Learn about key decisions surrounding equity compensation. Designed for those with $750K+ saved.
Sign Up
Techniques Affluent Families Use to Help Grow and Maintain Their Wealth
September 2 | 1:00 PM CTWealth Across Generations – Explore wealth preservation and legacy planning considerations. Best for those with $750K+ in investable assets.
Join Us
Webinars On Demand
Did you miss our latest webinar? Do you like to do video learning on your own time? Catch our webinars on demand here or watch some of our “Ask an Advisor” series of videos for financial wisdom, available to you – anytime!
Watch NowSavant's Financial Views & News | Westlake Village, CA
Financial Planning for High-Income Households in Westlake Village
Wealth management in Westlake Village, CA for high-income households. Work with a financial advisor on tax, estate, and investment planning strategies.
Beyond Investments: How a Financial Advisor in Westlake Village Can Help Coordinate Your Financial Life
Learn how a Westlake Village, CA, financial advisor can help coordinate tax planning, retirement income, estate planning, and charitable giving.
What High-Net-Worth Families in Westlake Village Should Know About Legacy Planning
Learn how high-net-worth families in Westlake Village approach legacy planning, trusts, business succession, philanthropy, and family wealth conversations.
Why Exencial Chose Savant: A Conversation with John Burns and Caleb Dillard
Exencial leaders share why they partnered with Savant and how the firms align in their approach to clients, values, and growth.
FAQs About Financial Advisors in Westlake Village, CA
Why work with a financial advisor in Westlake Village, CA?
Working with a local financial advisor in Westlake Village provides access to personalized guidance and ongoing support as your financial needs evolve. Whether you’re preparing for retirement, managing investments, or planning for future generations, a local advisor can help you build a strategy aligned with your goals.
What financial planning considerations are important for executives and business owners in Westlake Village?
Executives and business owners often face unique financial considerations, including concentrated stock positions, equity compensation, succession planning, liquidity events, and tax-efficient wealth management strategies. A comprehensive financial plan can help address these complexities.
How can tax planning support long-term wealth management in California?
Tax planning can help identify opportunities to improve tax efficiency while supporting broader financial objectives. Coordinating tax strategies with investment and retirement planning may help preserve more wealth over time.
How often should I review my financial strategy in Westlake Village?
Many individuals review their financial strategy annually and after significant life or financial events. Regular reviews can help ensure your plan remains aligned with changing goals, market conditions, and personal circumstances.
What should I look for when choosing a financial advisor in Westlake Village?
When evaluating financial advisors, consider their experience, planning philosophy, compensation structure, and ability to guide multiple areas of your financial life. Finding an advisor whose approach aligns with your goals is an important part of building a successful long-term relationship.
How do I get started with a financial advisor in Westlake Village, CA?
Getting started typically begins with a conversation about your goals, financial priorities, and current situation. From there, an advisor can help identify opportunities and develop a personalized strategy designed around your needs.
Connect with a Financial Advisor in Westlake Village, CA, Today
The advisors at our Westlake Village office bring extensive experience helping individuals, families, executives, and business owners navigate increasingly complex financial decisions. As fiduciaries, they provide objective guidance and personalized strategies designed around each client’s unique goals and circumstances.
Through Savant’s collaborative planning approach, clients can benefit from coordinated experience across investments, retirement planning, tax strategies, and estate planning, while helping create a more cohesive financial strategy built for long-term financial goals.
As financial lives become more complex, having the right guidance can make all the difference. Our Westlake Village team can help individuals, families, executives, and business owners navigate investment, tax, retirement, and estate planning decisions with clarity. Contact our office at 805.435.0030, or schedule a consultation to learn how we can help.
Financial Planning Tools and Resources for Westlake Village, CA, Residents
Strong financial decisions start with the right resources. Our Westlake Village team provides access to planning tools, educational resources, and financial insights designed to help you evaluate opportunities, navigate important decisions, and stay focused on your long-term goals.
