Truly Integrated Wealth Management
Investment Management • Tax Strategy • Risk Management • Asset and Estate Protection
Westridge Wealth Strategies helps Silicon Valley business owners, start-up workers, technology management and their families and its services are differentiated from Wall Street firms by:
- The data-driven 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, with environmentally-sustainable options, supplemented by select private, non-traded investments.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Even if you’re young and single, you should still consider protecting yourself.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
There are things about Social Security that might surprise you.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Purchasing homeowners insurance is critical for protecting your home.
Use this calculator to estimate your capital gains tax.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
There are a number of ways to withdraw money from a qualified retirement plan.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It's easy to let investments accumulate like old receipts in a junk drawer.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The market is as unpredictable as the weather. We’d love to help you prepare.
The decision whether to buy or rent a home may have long-term implications.