What We Do
Two services. One relationship. Reviewed together every year.
We build and manage your portfolio, and we write and maintain your plan. The same person does both — and neither is sold separately.
01
Investment Management
A portfolio built for your plan — not a product menu, and not the firm's model of the month.
Custom portfolio construction
Low-cost ETFs or direct indexing, sized to your plan's risk and income needs.
Concentrated stock & RSUs
Diversification plans for tech and entertainment equity.
Tax-aware rebalancing
Loss harvesting monitored year-round, not only in December.
02
Financial Planning
A written plan that evolves with you — not a one-time deliverable that ages on a shelf.
Cash-flow & retirement projections
Stress-tested and refreshed annually as your life changes.
Equity compensation & taxes
RSU vesting, ISO/NSO exercise, Roth timing, QSBS.
Estate & insurance coordination
Works with your attorney and CPA. No products sold.
About The Advisor
One advisor. One practice. One long conversation.
I founded Westlight so that the advice you receive does not depend on which product pays the firm well that quarter. Every client works with me directly — not a team, not a junior, not a handoff. That means fewer clients by design, and enough time to do the work properly.
Gustaf Rounick, CFP®, ChFC® — Founder
Let's Talk
Ready for a clearer
financial picture?
A complimentary 15-minute call. No pitch, no prep, no pressure — just a conversation about where you are and where you want to go.
Fee-only · Fiduciary · Independent
WHAT HAPPENS NEXT
01
We talk for 15 minutes.
You share what's on your mind. I listen, ask a few questions, and we see if there's a fit.
02
You get a clear next step.
If there's a fit, we'll talk about what an ongoing relationship looks like. If not, I'll point you toward someone better suited. Either way, you leave with clarity.
03
No obligation, ever.
Fee-only means no commissions and no product sales. You won't be sold anything.