en     ru     jp
 
 
    LOGIN HERE!  
Add privatebanking.com as a search provider to your browser  
 
Advanced Search  
Private Banking & Wealth Management search tool 
     
  Search entity  
 
 
Home
      
North America
      
USA
      
California
      
Portola Valley
      
Financial Planner
      
Westridge Wealth Strategies (WWS)
       
 
Back
 
   
Review Avg.
Reviews: 0
 
Contact Page
Additional information
Write Review
Browse Review

 
Additional information
 
Westridge Wealth Strategies (WWS)
 
 
Mission statement: 

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.
Overview: 

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.


 
 
Back
 
 

Privatebanking.com
Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.
    Privatebanking.com
   
  Read more  
 
Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
    Ascent Limited
   
  Read more  
 
 
Home News Library Newsletters Event Calendar Advertise About Contact FAQ
Privacy Policy     Terms of Service
 

©