As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.
West Ridge Advisors, LLC (“West Ridge”) is an investment adviser registered pursuant to the Investment Advisers Act of 1940 with the Securities and Exchange Commission (“SEC”) and various state jurisdictions. The information provided has not been approved or verified by any state or federal securities authority. Our conflicts of interest, fees and services are described in Form ADV Part 2A and our Form CRS. Additional information about West Ridge is available on the SEC website at www.adviserinfo.sec.gov. Registration with the SEC or other securities regulators does not imply a certain level of skill or training.
This website provides general information about the business practices and professionals of West Ridge. The information is not intended, and should not be construed, as legal, tax or investment advice. We do not provide, and we do not offer to provide personalized investment advice over the internet
This website is for informational purposes only and does not constitute an offer to provide advisory or other services by West Ridge in any jurisdiction in which such offer would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matte and statements contained herein are the opinions of West Ridge and are not to be construed as guarantees, warranties or predictions of future events, portfolio allocations, portfolio results, investment returns, or other outcomes. Viewers of this website should not assume that all recommendations will be profitable or that future investment and/or portfolio performance will be profitable or favorable. West Ridge expressly disclaims all liability in respect to actions taken based on any or all of the information on this website.