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.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Here are six flags that may make your tax return prime for an IRS audit.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Healthy habits are one of the greatest gifts to give your child.
Five creative (and inexpensive) ideas for motivating your employees.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
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.
Here’s a crash course on saving for college.
Investors seeking world investments can choose between global and international funds. What's the difference?
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are three things to consider before dipping into retirement savings to pay for college.
Even low inflation rates can pose a threat to investment returns.
How will you weather the ups and downs of the business cycle?