Truly Integrated Wealth Management
Investment Management • Tax Strategy • Risk Management • Asset and Estate Protection
Westridge Wealth Strategies helps families in the Silicon Valley and North Shore Chicago regions.
WWS services are differentiated from Wall Street firms by:
- The breadth of comprehensive wealth management delivered with a focus on tax minimization.
- Robert M. Cheney, CFA, CFP's evidence-based perspective, backed by three decades of financial markets experience.
- An investment philosophy of passive-based, low-cost core portfolio management supplemented by select alternative, non-traded investments.
Our Clients
Helping investors from every background
Schedule A Consultation
If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.
What We Do
When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.
Our team is comprised of industry experts with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.
Our Three Step Process
STEP
1
Assess
The more we know about you, your finances, and your goals, the better we can strategize.
STEP
2
Strategize
We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.
STEP
3
Implement
Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.
Get your financial journey started today.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Schedule A Free Consultation
We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.