Need-based strategies
That fit your plan

Need-based strategies that fit your plan

We have always believed that investment and portfolio solutions should be based on what you or your institution desires to achieve. At Westside Wealth Management, we offer a breadth and depth of services to give us the collective freedom to align your goals to a robust plan

Wealth transfer planning

Whether you’re looking to provide income for a spouse, educate children or grandchildren or leave money to your favorite charity, wealth transfer planning can help ensure that your assets are earmarked for the use you’ve intended.

A well-designed estate plan can effectively help you leave a lasting legacy and mitigate your family’s tax burden by efficiently managing the transfer of wealth from one generation to the next. By coordinating our efforts with your tax and legal professionals and working closely with you and your family, we will strive to help you establish a financial tradition that can be passed on for generations.

Wealth preservation

Our team provides strategies designed to protect your assets from unexpected accidents, illness, disability or death and against potential creditors, litigants, children’s spouses and potential ex-spouses.

We can help provide an important layer of safety for you, your family, your business or your organization. In turn, we can help you build a protective cushion with life insurance, preserve your estate with long-term care insurance and combine protection and tax-advantaged growth opportunities with annuities.

Institutional support

We provide investment guidance and expertise to the directors, board members and investment committees of institutional clients such as corporations, endowments, foundations and nonprofits.

Services we offer include development and management of an investment program, design and evaluation of an investment policy statement, ongoing monitoring and reporting, retirement and benefit plans, cash flow management and wealth management for executives.

As independent financial advisors and entrepreneurs ourselves, we understand your retirement needs don’t end with you and your family – you have a team of employees to consider. From small business owners to physicians and other professionals in private practice, we work with a variety of companies to provide the retirement resources, education and planning they need for themselves and their employees.

Retirement planning for businesses

We call on both our professional expertise and our personal insight as we help you develop, introduce and manage a retirement plan suited to the needs of your business and the people who help make it successful. We can assist in establishing and maintaining a variety of retirement plans:

  • Simplified employee pensions (SEPs)
  • Profit sharing plans
  • Age-weighted/comparability profit sharing plans
  • 401(k) plans
  • 401(k) profit sharing plans
  • Safe-harbor 401(k) plans
  • Owner only/one-person 401(k) plans
  • Defined benefit pensions


Retirement planning for individuals

Because people are living longer today, the possibility of going 30 years without a paycheck takes careful planning and disciplined investing. We can help you with every phase of planning for your retirement.

During your working years, the accumulation phase, we’ll develop and monitor a wealth accumulation plan based on your specific goals and objectives. As you approach retirement, the pre-retirement phase, we’ll assist you with critical decisions regarding retirement plan options, Social Security and tax planning. Then once you are retired, we will determine tax-efficient income and wealth transfer strategies designed to help you in retirement.


Charitable giving and philanthropy

Philanthropy can bring personal satisfaction, enabling you to support causes and organizations that matter most to you. It can result in significant tax advantages, as well – including income tax deductions, reduction of capital gains taxes, and lower estate taxes. We can help tailor a charitable giving plan for you that can include a charitable trust, donor advised fund, private family foundation, community foundation or outright gift.

Business succession planning

A thoughtful plan helps you address and resolve many important considerations in regard to your business. Should you transfer ownership to family members or employees or perhaps an outside party? Shouldn’t you have an orderly plan in place in the event of an incapacitating health event or death? How can you pull money out of the business in a tax-efficient manner? We help you answer these important questions and create a smooth transition by building a solid business succession plan.

You should discuss any tax or legal matters with the appropriate professional