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.
Helpful Content
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.