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Browse Westshore Wealth's employee directory (about 10 employees) and reveal verified emails free.
Westshore Wealth's most common email format is FirstL@westshorewealth.com (ex. JohnD@westshorewealth.com), used for 81% of westshorewealth.com addresses. Westshore Wealth uses 2 email patterns.
| Format | Example | Share of westshorewealth.com |
|---|---|---|
| FirstL@westshorewealth.comMost common | JohnD@westshorewealth.com | |
| Last@westshorewealth.com | Doe@westshorewealth.com |
Browse Westshore Wealth's employee directory (about 10 employees) and reveal verified emails free.
Financial ServicesCalifornia, United States2-10 Employees
Westshore Wealth operates on a fee-only advisory model and maintains an independent stance as a registered investment adviser. Located in Newport Beach, California, the firm positions itself as a small, boutique outfit within the financial services sector. It offers tailored investment management and develops comprehensive financial plans that outline spending and saving targets to help clients reach their objectives. Its estate and trust capabilities focus on transferring wealth in a tax-efficient way and incorporating charitable giving into legacy planning. With experience typically associated with larger firms, the practice functions in a boutique, multi-family-office setting to serve a carefully selected client base. It covers retirement planning and risk-aligned asset allocation as part of a cohesive financial strategy for clients.
Most common format
FirstL@westshorewealth.com
Example: JohnD@westshorewealth.com
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