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 other wealth advisors by:
- The independent and institutional 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 supplemented with select private, non-traded investments and stable-principal insurance assets.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Tips to avoid checking in luggage on your next vacation.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Marriage changes everything, including your insurance needs.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Women must be ready to spend, on average, more years in retirement than men.
Making the most of surprises is a great reason to work with us.
Smart investors take the time to separate emotion from fact.
Investors seeking world investments can choose between global and international funds. What's the difference?