Truly Integrated Wealth Management
Investment Management • Tax Strategy • Risk Management • Asset and Estate Protection
Westridge Wealth Strategies helps Silicon Valley technology management, start-up workers, small business owners 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.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
For homeowners who think their property taxes are too high, there are ways to appeal.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
There are ways to improve your physical fitness without denting your fiscal fitness.
It may help your business be better prepared in the event of the death of a principal or key employee.
Assess how many days you'll work to pay your federal tax liability.
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.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
$1 million in a diversified portfolio could help finance part of your retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Are you ready for retirement? Here are five words you should consider.
There’s an alarming difference between perception and reality for current and future retirees.
If you died, what would happen to your email archives, social profiles and online accounts?
Smart investors take the time to separate emotion from fact.