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 evidence-based perspective offered to clients, backed by a quarter-century 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 by select private, non-traded investments. Environmental, Social, and Governance (ESG) criteria investing options available.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Ascertaining the value of your business is important for a variety of reasons.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Here's a breakdown of how the federal government spends your tax money.
Do you have an estate strategy? You should.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
What are your options for investing in emerging markets?
Around the country, attitudes about retirement are shifting.
How will you weather the ups and downs of the business cycle?
When should you take your Social Security benefit?
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.