Advisors at this firm
Michael S
CFA®
Tustin, CA
21 West Wealth Management LLC
Michael Silane is a CFA® charterholder with six years of industry experience. He has been with 21 West Wealth Management LLC since 2019 and previously worked at BNY Mellon for sixteen years. 21 West Wealth Management LLC provides discretionary wealth management and integrated financial planning primarily to affluent individuals, families, and select institutional and retirement plan clients. The firm emphasizes portfolio construction and risk management guided by documented Investment Policy Statements, and it offers ERISA 3(38) fiduciary services for employer-sponsored plans.
Sara L
CFP®
Tustin, CA
21 West Wealth Management LLC
After spending 16 years working for global wealth management firms, I joined Mike Silane as a partner at 21 West Wealth Management in 2020. Our clients are all affluent individuals who have come into substantial wealth—sometimes suddenly, unexpectedly, or without a clear strategy for managing it. Many are business owners, inheritors, or those navigating major financial transitions, such as divorce. Our role is to help them protect, grow, and ultimately share their wealth in a way that aligns with their long-term goals and values. We approach our work with a deep sense of duty, care, and respect, treating our clients like family. Our culture is built on trust and long-term relationships, ensuring that we are there to support and guide you at every stage. Through advanced financial planning and disciplined investment strategies, we provide prudent, thoughtful guidance designed to create lasting financial security and peace of mind.