About Westlight Wealth
One adviser. One practice. One long conversation.
Westlight is a solo, fee-only practice in Venice, CA. The person who writes your plan is the person you call. That is the whole idea.
- Location
- Venice, California. Meetings in Santa Monica. Serves the Westside and Los Angeles.
- Structure
- Solo practice. Fee-only fiduciary.
- Contact
- One adviser, one phone number: (310) 917-1061
Fifty seconds, in my own words. Before you give me fifteen minutes, it’s fair to hear how I talk about the work.
Read the transcript
On screen: Gustaf Rounick, CFP®, ChFC®. Financial Advisor, Westlight Wealth.
I’m Gustaf Rounick, founder of Westlight Wealth. I provide clear financial planning and disciplined investment management. As a fee-only fiduciary and CERTIFIED FINANCIAL PLANNER™, my responsibility is to put your interests first, always.
My approach is simple. I listen, learn what matters most to you, build a plan tailored to your goals, and invest with a focus on taxes, costs, and staying power. I offer ongoing advice, and I’m always there for my clients.
Schedule a short introduction at westlightwealth.com. I’m looking forward to meeting you.
On screen at the end: Westlight Wealth is a business name of Rounick Capital Management LLC, a California state registered investment adviser. Registration does not imply a certain level of skill or training. For informational purposes only. Not individualized advice or an offer to buy or sell any security. All investments involve risk, including possible loss of principal. Past performance does not guarantee future results. Services available where permitted by law.
A note from Gustaf
Why I built Westlight as a solo practice.
I founded Westlight Wealth so that the advice you receive does not depend on which product pays the firm well that quarter. That posture, fee-only, fiduciary and independent, is the whole point of the practice.
Westlight earns nothing on commissions, nothing on products, nothing on referrals. The only payment is the advisory fee you see on your statement, and the only work that produces is planning and portfolio management for you.
The practice is deliberately small. I am the person who writes your plan, manages your portfolio, answers your email, and sits across from you at the annual review. No handoff to a junior. No bait-and-switch between a senior salesperson and a back-office team you never meet.
That structure puts a ceiling on how many households I can serve well. I have thought carefully about that number, and I would rather keep the practice at that size than grow it by diluting the service.
If you are looking for a steady, long-term working relationship, one that lasts longer than most product cycles and most market regimes, that is what Westlight is designed to be.
Gustaf Rounick
Founder, Rounick Capital Management, LLC (dba Westlight Wealth)
Held by Gustaf Rounick. Publicly verifiable.
Every designation is issued by the body named and can be checked on its public registry. The firm’s registration is filed with the California Department of Financial Protection and Innovation and is searchable on IAPD; mine is under CRD 7778645.
Designations and registration
- CFP®
- Certified Financial Planner. Issued by CFP Board.
- ChFC®
- Chartered Financial Consultant. The American College of Financial Services.
- CRD #327385
- Registered investment adviser, State of California. Rounick Capital Management, LLC (dba Westlight Wealth).
Examination and education
- Series 65
- Uniform Investment Adviser Law Exam. NASAA and FINRA.
- BA, Economics
- Trinity College, 2001.
- MSc
- KTH Royal Institute of Technology, Stockholm, 2010.
Professional memberships: NAPFA, FPA, NAIFA, Venice Chamber of Commerce. Verify CFP® certification with CFP Board.
Want to see if we’d work well together?
The best way to find out is a short conversation. Fifteen minutes, no prep, no pressure. A chance to ask questions and get a feel for how I work.
- A 15-minute conversation.
- An honest answer and a clear next step.
- No preparation. No obligation.