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.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
A quick look at how federal income taxes work.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
There are common mistakes you can avoid when saving for retirement.
Ascertaining the value of your business is important for a variety of reasons.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
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.
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.
There are a few things to consider when buying or leasing your next vehicle.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Are Real Estate Investment Trusts right for your portfolio?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What is your plan for health care during retirement?
How will you weather the ups and downs of the business cycle?