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.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some smart strategies that may help you pursue your investment objectives
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How will you weather the ups and downs of the business cycle?
There are hundreds of ETFs available. Should you invest in them?
Are you ready for retirement? Here are five words you should consider.
What does your home really cost?
What are your options for investing in emerging markets?