Truly Integrated Wealth Management
Investment Management • Tax Strategy • Risk Management • Asset and Estate Protection
Westridge Wealth Strategies helps Silicon Valley business owners, start-up workers, technology management and their families and its services are differentiated from Wall Street firms by:
- The data-driven perspective offered to clients, backed by more than two decades of financial markets experience.
- The breadth of comprehensive wealth management delivered with a focus on tax minimization.
- An investment philosophy of passive-based, low-cost core portfolio management, with environmentally-sustainable options, supplemented by select private, non-traded investments.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
For many, retirement includes contributing their time and talents to an organization in need.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Do your insurance needs stay the same when the nest empties?
Five phases to changing unhealthy behaviors.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Do you have causes that you want to support with donations? Here are three tips.
There are hundreds of ETFs available. Should you invest in them?
What is your plan for health care during retirement?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Investors seeking world investments can choose between global and international funds. What's the difference?
The decision whether to buy or rent a home may have long-term implications.