WestHill Financial Advisors Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Rooted in small-town values, WestHill’s quest is to deliver a client wealth management experience superior to that of a large institution. Since our inception, client loyalty has fueled WestHill’s organic growth. In 2021 we changed our name from Taddei Ludwig and Associates to WestHill Financial Advisors® to better describe our strategic approach to client financial planning and advice and the collaborative team approach we bring to client relationships.

For more than 35 years WestHill Financial Advisors® has helped our clients prepare for the future and live their dreams with world-class financial planning, sound investment advice, and prudent risk management. Our customized approach to providing financial planning and advice is based on gaining a deep understanding of the client’s objectives. By having a thorough knowledge of what’s most important to you, we can help you navigate the complexities of an ever-changing financial landscape. An intelligent plan, well-executed, gives you the freedom to pursue and reach your goals.

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