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| 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.
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| 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.”
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| 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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