Westridge Wealth Strategies helps business owners, start-up workers, technology management and their families in both the Silicon Valley and North Shore Chicago regions. The evidence-based perspective offered to clients, backed by more than 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. A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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. A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Services
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.
Providing our clients with the breadth of services required of Truly Integrated Wealth Management means having a strong and deep team. At WWS, we believe in focusing on our core competencies - sophisticated financial planning and helping clients solve their wealth management challenges - and then leveraging carefully chosen partners who are experts in their respective fields for the rest.
DFPG Investments is WWS' strategic investment platform partner. DFPG is a leading, national independent broker-dealer and RIA with an alternative approach. DFPG and its principals have been recipients of numerous awards and recognition for their efforts to improve the financial services industry. They continually strive to create value for advisors and their clients.
WWS utilizes Loring Ward as its primary portfolio management provider because their Asset Class Investing approach fits WWS' objective of passive-based, low-cost traditional portfolio management with extensive academic and industry support. These portfolios can then be supplemented with alternative investments and stable principal assets.
Associates in Excellence (AIE) is WWS' strategic partner for business retirement plan design and administration. For over 30 years, AIE has maintained a singular focus: to provide unparalleled customer service while delivering innovative retirement plan design and administration services. The leadership of AIE has decades of experience and is highly educated in the field of retirement plan creation and employee benefit plan administration.
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