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 minimization.
- An investment philosophy of passive-based, low-cost core portfolio management supplemented with non-traded alternative investments and stable-principal insurance assets.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Even if you’re young and single, you should still consider protecting yourself.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Bonds may outperform stocks one year only to have stocks rebound the next.
Retirees traveling abroad need to know that their health insurance travels with them.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Making the most of surprises is a great reason to work with us.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Agent Jane Bond is on the case, cracking the code on bonds.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here are five facts about Social Security that might surprise you.