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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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?”
Understanding how a stock works is key to understanding your investments.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Calculating your potential Social Security benefit is a three-step process.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
If you died, what would happen to your email archives, social profiles and online accounts?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What does your home really cost?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Making the most of surprises is a great reason to work with us.