Broker Check

About Westridge Wealth Strategies

Helping You Grow and Protect Your Wealth

Westridge Wealth Strategies™’ (WWS) mission is to provide integrated wealth management services to families and business owners to assist them in achieving and preserving wealth, financial well being, and a life of significance. WWS delivers a balanced platform of investment management, tax strategy, risk management, and asset and estate protection services to achieve its mission of truly integrated wealth management.

Many high-net-worth families believe they are receiving comprehensive wealth management services from Wall Street firms, but these firms often provide only investment management and trading services, which are just part of comprehensive wealth management.  Likewise, many high-net-worth families believe they are receiving comprehensive tax planning services, another part of wealth management, from their CPA firms, but CPA's are largely backward-looking, providing only tax reporting.  As a result, many high-net-worth families are not maximizing their ability to achieve and preserve wealth through the full benefit of comprehensive wealth management. Business owners, C-suite executives, and start-up employees today are extremely busy and need more comprehensive services from a highly experienced wealth advisor, similar to a private banker or family office manager, like provided by WWS. 

Wealth Advisor and Founder, Robert M. Cheney, CFA, CFP®, has garnered three decades of wisdom, managing client wealth in constantly changing financial markets.

WWS is an independent wealth management boutique and partners with a national broker dealer as well as an institutional asset manager to provide comprehensive services for its clients. Employees in the home offices of DFPG Investments and Buckingham Strategic Partners are dedicated to WWS and work with Mr. Cheney on behalf of his clients to implement a broad range of services. Building off of DFPG Investments and Buckingham's resources in areas such as investment, financial planning, pension, and insurance administration, WWS is able to maximize time working side-by-side with clients to help them solve their wealth management needs instead of focusing on back office operations or managing extensive staff.

WWS is an independently-owned firm and has no obligation to sell proprietary products or services. WWS' commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s the benefit of objectivity.

Westridge Wealth Strategies seeks clients with a minimum of $1,000,000 in investment assets and/or $100,000 yearly in excess, discretionary business income.

To discuss your personal situation with Mr. Cheney or to be added to our eNewsletter (complimentary) please call (650) 233-9122 or email info@westridgewealth.com.