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.
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.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
It's important to understand the pros and cons when considering a prepaid debit card.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
For homeowners who think their property taxes are too high, there are ways to appeal.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A bucket plan can help you be better prepared for a comfortable retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.