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.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This checklist can give you a quick snapshot of how prepared you are.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Good employee health can be great for the company’s bottom line.
A few strategies that may help you prepare for the cost of higher education.
Do you understand these common mobile slang terms?
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are a few things to consider when buying or leasing your next vehicle.
Making the most of surprises is a great reason to work with us.
How will you weather the ups and downs of the business cycle?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learn how to harness the power of compound interest for your investments.