Truly Integrated Wealth Management
Investment Management • Tax Strategy • Risk Management • Asset and Estate Protection
Westridge Wealth Strategies helps Silicon Valley families and small business owners and its services are differentiated from other wealth advisors by:
- The independent and institutional perspective offered to clients.
- The breadth of comprehensive wealth management delivered with a particular focus on tax reduction.
- An investment philosophy of passive-based, low-cost core portfolio management supplemented with non-traded alternative investments and stable-principal insurance assets.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
An increasing number have been developed to help individuals with their personal finances.
The true cost of raising a child may be far more than you expect.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A bucket plan can help you be better prepared for a comfortable retirement.
Recent changes in estate tax laws could affect the strategy you have in place.
A special needs trust helps care for a special needs child when you’re gone.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What are your options for investing in emerging markets?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?