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.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
There’s a link between debt and stress.
Tips on insuring your teen driver.
Purchasing homeowners insurance is critical for protecting your home.
Here are 4 great, and sometimes unexpected, places to raise a family.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
You’ve made investments your whole life. Work with us to help make the most of them.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Taking your Social Security benefits at the right time may help maximize your benefit.