Broker Check

228 Hamilton Avenue
Suite 300
Palo Alto, CA 94301

LinkedIn

Robert M. Cheney, CFA, CFP®

650.233.9122

 

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.

                                               

Helpful Content

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Should I Invest In REITs?

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

 

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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