The Firm

21 West Wealth Management LLC (“21 West”) is a privately owned, independent Registered Investment Advisor firm. Our clients are individuals, families and foundations that seek to grow and preserve wealth. To achieve these goals, we combine the safekeeping and stability of a separate global custodian with our expertise and unbiased solutions as an independent firm. 21 West provides advanced financial planning and investment strategies that emphasize prudence and thoughtful judgement.

Most notably, we treat our clients like family. Our culture emphasizes duty, care and respect for all. We strive to build long-term, meaningful relationships to best support you and your objectives for years to come.

If this is the type of relationship you seek then please reach out to us to see if we are a good mutual fit.

 
 
 

The People

21 West was founded by Mike Silane out of a passion for helping people and a love of investments and financial planning.  Mike’s decision to start 21 West was a surprise to some but it came after many years of thoughtful contemplation.  His decision was based on the recognition that he could provide better service to his clients on a personal level while maintaining all of the safety and security provided by a global custodian.  From this thoughtful process, 21 West Wealth Management was born.

In 2020, Sara Lovell joined the firm as co-owner and Managing Partner. Those who have worked with Sara know that she is an exceptional advisor with the same passion for helping people. While phrases such as ‘we value our clients’ have become a cliché among big companies, Sara lives these words in how she genuinely cares about her clients. Sara maintains a positive attitude during adversity, and she always gives her full effort to everything she does. These were the qualities sought when looking to expand 21 West and Sara exemplifies these traits on a daily basis.

Full Bio - Managing Partner, Mike Silane, CFA

Full Bio - Managing Partner, Sara Lovell, CFP®