Friday, April 14, 2017

Summit Financial Consultants Signs New Lease at Westlake Park Place Development in Westlake Village, CA

Westlake Park Place II, Westlake Village, CA
WESTLAKE VILLAGE, CA – Summit Financial Consultants, Inc. is proud to announce that due to the continuing growth of their wealth management firm they will be expanding their offices and relocating to Westlake Park Place – Phase II.

Summit Financial’s wealth management practice has been instrumental in helping their clients design and implement their personalized “Work-Optional Lifestyle” plan. 

Summit helps clients transition from being affluent to becoming wealthy.  The difference is that the affluent have to work for their money and the wealthy have their money work for them.

 “Our success is directly related to our clients’ successes. We are a boutique wealth management firm that specializes in ‘Work-Optional Lifestyle Planning,’” stated Neil Elmouchi, Chairman and CEO of Summit Financial Consultants.

Neil Elmouchi
 “We work with people who want to take control of their financial future through personalized planning that helps clarify and simplify their financial path.

“Because many of our clients could spend more of their life in retirement years than in their working years, it is critical that they have a plan for their money to last longer than they do. What our clients really appreciate is that we are not just about accumulating and preserving wealth - we are about maintaining their lifestyle.” 

 “Another reason we are thrilled about our future growth opportunities is the addition of Jeff Sorensen and the merger of his firm Sorensen Wealth Management last year. Mr. Sorensen is President and Senior Wealth Advisor at Summit and is a great resource in helping Summit expand the value we bring to our clients,” stated Mr. Elmouchi. 

“Because of the growth we have experienced, both organically and through our recent merger, and our vision of how we want to benefit our clients in the future, we have spent a great deal of time designing our new office space and are very happy about our location in the prestigious Westlake Park Place – Phase II development.

“We believe this will be an important factor in helping to keep us at the cutting edge of innovation and enhance the services and strategies available to our clients.”

Mike Foxworthy
Bob Searles of Westlake Plaza Center East – II, LLC says, “Westlake Park Place is the premier office development in the Westlake Village business district, providing ease of access and a strong corporate identity.  

Summit Financial Consultants is a fine example of the high caliber tenants attracted to the prime location, top amenities and elegant design that our property offers.”

Summit Financial Consultants, Inc. has leased 6,090 square feet at 3075 Townsgate Road, the final building to be constructed at Westlake Park Place. Occupancy is scheduled for April 1, 2017.

 Mike Foxworthy of DAUM Commercial represented Summit Financial. The landlord, Westlake Plaza Center East – II, LLC was represented by Craig Cahow and Mike Foxworthy of DAUM Commercial, the listing agents.  

“DAUM has had the pleasure of working with Bob Searles for several years, and we drew upon our strong local relationships to secure Summit Financial Consultants as a tenant for this exceptional development,” says Foxworthy. 

“The transaction reflects the current strength of the Ventura County office market, which is demonstrating solid activity levels as employment in the area steadily grows.  As jobs are added, we will see increasingly lower vacancies, driving strong competition for premier office properties in the burgeoning Westlake Village business district.”  

Westlake Park Place is the most significant and prestigious corporate headquarters development in the Conejo Valley, with unmatched visibility in the heart of the Westlake Village business district.

Westlake Park Place is the preeminent Class “A” mid-rise suburban office complex, utilizing Mediterranean style architecture surrounding a central park-like core. Each building features a state-of-the-art and energy-efficient mechanical, electrical, life safety and security system.

 For a complete copy of the company’s news release, please contact:

Elisabeth Manville / Jenn Quader
Brower, Miller & Cole
(949) 955-7940

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