WESTRIDGE WEALTH STRATEGIES™
Helping You Grow and Protect Your Wealth
The objectivity of an independent wealth management boutique and the resources of a national private banking organization.
Truly Integrated Wealth Management:
Investment Management - Tax Strategy - Risk Management - Asset and Estate Protection
Westridge Wealth Strategies™’ (WWS) mission is to provide integrated wealth management services to families and business owners to assist them in achieving and preserving wealth, financial well being, and a life of significance. WWS delivers a balanced platform of investment management, tax strategy, risk management, and asset and estate protection services to achieve its mission of truly integrated wealth management.
Many financial services companies claim that they are comprehensive, but provide only investment management and trading services with limited or no experience providing comprehensive wealth management or working with business owners. Business owners and start-up employees or founders today are extremely busy and need more comprehensive services from a competent, experienced wealth advisor similar to a private banker or family office manager.
Wealth Advisor and Founder, Robert M. Cheney, CFA, CFP, has almost two decades worth of wisdom from successfully managing client wealth in constantly changing markets and has been named to the 2013 “Top Bay Area Wealth Advisors” List in San Francisco Business Times.
WWS is an independent wealth management boutique and contracts with a national broker dealer to provide comprehensive services for its clients. As a Registered Representative with the broker dealer First Allied Securities Inc., Mr. Cheney provides access to both First Allied and Greenbook for Doctors™ wealth management platforms. To view the ways First Allied serves WWS and WWS clients, please visit (First Allied Role in Client Services). More than 400 nationally-renowned specialists, administrators, and assistants in First Allied’s corporate offices work with Mr. Cheney on behalf of his clients to implement a broad range of services. Building off of First Allied’s resources in areas such as pension and insurance administration, WWS is able to maximize time working side by side with clients to help them solve their wealth management needs.
Because we are an independently-owned firm, WWS has no obligation to sell proprietary products or services; we have an open architecture. Our commitment at WWS is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s the benefit of objectivity.
Westridge Wealth Strategies seeks and benefits clients with a minimum of $500,000 in investment assets and/or $100,000 yearly in excess, discretionary business income.
To discuss your personal situation with Mr. Cheney or to be added to our eNewsletter (complimentary) please call (650) 233-9122 or email firstname.lastname@example.org.