Wealth Management in Westlake Village
Wealth Management · Westlake Village, CaliforniaMost wealth management is built around money. Ours begins with something more personal.
Since 1986, we have worked with successful families, business owners, and executives across the Conejo Valley and the country — as a steady partner in the decisions that shape a life, not just a manager of the portfolio behind it.
Begin with an Exploratory Call See How We Work
Sorensen Wealth Management is an independent wealth management firm in Westlake Village,
California, serving successful families, business owners, and executives since 1986
Who We HelpAn independent firm, a founder-level relationship
Our clients tend to arrive with real complexity and a shared instinct: that their financial life should serve something larger than its own performance.
Successful families
You have built more than enough to be comfortable, and you want the decisions ahead — spending, giving, timing — to reflect what actually matters to you.
Business owners
Much of your wealth may still live inside the company, which makes the questions about timing, transition, and what comes next different from anyone else's.
Executives
Equity compensation, deferred comp, and concentrated positions have created real wealth — and a set of decisions that deserve more than a default answer.
Families in transition
Retirement, widowhood, divorce, inheritance, or a liquidity event has changed the picture, and the old plan no longer quite fits.
What We Actually DoInvestment management is expected. It is not the whole job.
Every advisor manages portfolios. Fewer sit with you through the decisions a portfolio cannot answer on its own. Here is how we divide the work.
The ExpectedInvestment management
A disciplined, diversified approach built around your circumstances and time horizons — managed with attention to risk, taxes, and cost. This is table stakes, and we take it seriously.
The MissingDecision guidance
When can work become optional? Can we spend this? What happens after the sale? These are the questions that shape a life, and they rarely have a purely financial answer.
The DifferenceCoordination
With your permission, we work alongside your CPA and estate attorney so the planning, tax, and estate pieces are considered together rather than in isolation.
The SWM Wealth NavigatorA relationship, built in five deliberate steps.
The Wealth Navigator is how every client relationship at Sorensen Wealth Management begins and deepens. It is the same process for every family we serve.
A relaxed first conversation about what stage of life you are in, what feels unsettled, and whether there is a mutual fit.
OBJECTIVE: CLARITY ON FIT AND THE RIGHT NEXT CONVERSATION.
We map the people, priorities, and decisions already shaping your financial life so the relationship starts with context.
OBJECTIVE: A CLEARER PICTURE OF WHAT MATTERS MOST RIGHT NOW.
We examine what your resources may be able to support and where the biggest planning choices or tradeoffs live.
OBJECTIVE: A MORE CONCRETE SENSE OF WHAT MAY BE POSSIBLE.
Planning, investments, and next-step priorities are aligned around the life your wealth is meant to support.
OBJECTIVE: A MORE INTENTIONAL PATH AND CLEARER DECISIONS.
As life evolves, the work continues through reviews, planning decisions, and thoughtful coordination over time.
OBJECTIVE: CONTINUITY, CONTEXT, AND A STEADY DECISION PARTNER.
What Clients AskThe conversations that bring people to us
Rarely does someone call because of a portfolio. They call because a question has started to feel pressing.
"Am I working with the right advisor?"
Sometimes the portfolio is fine but the relationship has gone quiet — no one asking about the business, the timing, or the life the money is meant to serve.
Fit
Knowing what a deeper relationship looks like.
"What does enough actually look like?"
For many families the challenge isn't a lack of resources — it's a lack of clarity around what those resources can support.
Possibility
Seeing what your wealth may be able to support.
"Who handles this if something happens to me?"
One spouse often carries the financial relationship alone. Continuity matters more than most plans account for.
Continuity
A relationship built to outlast any single conversation.
"Is everything actually working together?"
Accounts in several places, an estate plan from a decade ago, a CPA who has never spoken to the advisor. Coordination is often the missing piece.
Coordination
One picture instead of several partial ones.
Common QuestionsQuestions families ask us about working together
A few answers specific to this page. Our full FAQ library covers more about the firm and how we work.
What makes your firm different?
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Most wealth management is built around money; ours begins with something more personal. Investment management is expected — what is often missing is thoughtful guidance through the decisions that feel heavy, and that is where we spend our time. Every relationship also stays with the founder rather than being handed off after the first meeting.
Yes. Sorensen Wealth Management is an independent firm in Westlake Village. Advisory services are offered through Lee Johnson Capital Management, LLC d/b/a Sorensen Wealth Management, an SEC-registered investment adviser.
Can you work with my CPA and estate attorney?
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With your permission, we can communicate and share information with the professionals you already work with, so the planning, tax, and estate pieces of your financial life are considered together rather than in isolation. We do not provide legal or tax advice.
Do you only work with clients in Westlake Village?
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Our home is Westlake Village, and many of our clients are our neighbors in the Conejo Valley — but we work with families wherever life has taken them.
Is there an account minimum?
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Fit is less about a single number and more about complexity, responsibility, and the desire for a deeper advisory relationship. The Exploratory Call is how we find out together.
What happens during the first conversation?
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The Exploratory Call is brief and unhurried: you tell us what is on your mind, we describe how we work, and we both decide whether a Connection Visit makes sense. Nothing is prepared for you to buy.
Client TestimonialsIn their words
The families we work with, on what the relationship has meant.
View All Client Testimonials
The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.
When You're Ready
Begin with a conversation, not a commitment.
If you are looking for an advisor who starts with the life rather than the portfolio, an Exploratory Call is the natural first step.
