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.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
These food myths will really put a drain on your wallet.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, cracking the code on bonds.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A special needs trust helps care for a special needs child when you’re gone.
Making the most of surprises is a great reason to work with us.
What is your plan for health care during retirement?