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.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
What kind of auto insurance should you have? Do you know?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Five strategies for managing your student debt.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Here are five facts about Social Security that might surprise you.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
If you died, what would happen to your email archives, social profiles and online accounts?
There’s an alarming difference between perception and reality for current and future retirees.
What are your options for investing in emerging markets?