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.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The Real Cost of a Vacation Home
What if instead of buying that home, you invested that money?
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Purchasing homeowners insurance is critical for protecting your home.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
How long does a $20 bill last?
Here are some simple and inexpensive energy-saving tips that may help you save money.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Recent changes in estate tax laws could affect the strategy you have in place.
Making the most of surprises is a great reason to work with us.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here are five facts about Social Security that might surprise you.
Agent Jane Bond is on the case, infiltrating the world of bonds.