Westshore Wealth Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Westshore Wealth is a fee-only Registered Investment Advisory firm with an independent approach. We are not in the business of selling products nor do we work on commissions or accept referral payments from outside parties.  

What we do provide are services intended to assist our clients with every aspect of their financial lives.  Whether you are on the continuum of planning and saving for retirement, worried about designing an asset allocation that delivers returns and volatility that match your risk tolerance, contemplating the tax efficient transference of wealth to future generations, or planning to establish a legacy through charitable giving, we can assist along the journey.

Westshore provides a robust, bespoke investment management solution to our clients.  We develop comprehensive financial plans to map out spending and savings targets to reach client goals.  Finally, we specialize in advanced estate and trust strategies designed to allow our clients to transfer wealth tax efficiently.

At Westshore Wealth, we bring big-firm experience and expertise to select group of clients in a boutique, multi-family-office setting.

If you are interested in exploring if Westshore Wealth could be a fit for your financial needs, please reach out to inquiry@westshorewealth.com.

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