Truly Integrated Wealth Management
Investment Management • Tax Strategy • Risk Management • Asset and
Westridge Wealth Strategies helps technology employees, start-up founders, and small business owners and its services are differentiated from other wealth advisors in the breadth of comprehensive wealth management delivered, with a particular focus on tax reduction, as well as an investment philosophy of passive-based, low-cost core portfolio management supplemented with non-traded alternative investments and stable-principal insurance assets.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Do your insurance needs stay the same when the nest empties?
There are common mistakes you can avoid when saving for retirement.
In the face of divorce, making changes to insurance coverage may be overlooked.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
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.
A presentation about managing money: using it, saving it, and even getting credit.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Here are five facts about Social Security that might surprise you.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.