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.
Company Details
- Employees
- 10
- Founded
- -
- Address
- 4041 Macarthur Blvd., Suite 160,united States
- Phone
- +1-949-825-7505
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- westshorewealth.com
- Keywords
- Investment Management, Financial Planning, Family Office Services, Advanced Estate and Trust Advice.
- HQ
- Newport Beach, CA - CALIFORNIA
Westshore Wealth Questions
Westshore Wealth's helpline number is +1-949-825-7505
Westshore Wealth's website is westshorewealth.com
Westshore Wealth's LinkedIn profile is https://www.linkedin.com/company/westshore-wealth
Westshore Wealth has
10 employees.
View email and phone details for 10
employees at Westshore Wealth.
Westshore Wealth's industry is
Financial Services
Westshore Wealth's top competitors are
Novos Fiber,
Waymaker Journal,
Centersquaredc,
Realtymogul,
Anchor Loans,
Dabu Group,
Wpa Family Office & Private Wealth Llc,
Ampleon Usa,
Wiseburn Partners Llc,
West Wealth Group, Llc.
Westshore Wealth's categories are Financial Services
Westshore Wealth's founding year is 2016
