Our philosophy & process

Our Business Philosophy & Process

Thank you for considering our services to meet your investment needs. We realize you have many options when it comes to choosing an investment manager, and want to provide you with the best information on what you can expect from us.

Our Business Beliefs

• We believe every client should have dreams
• We believe a carefully crafted plan is the cornerstone of financial success
• We believe that discipline is the most important principle of investing
• We believe our clients are better investors — they are informed, disciplined and have long term views
• We believe in a competitive and transparent fee structure where all fees are clearly identified, predictable and completely transparent
• We believe in educating our clients with regular newsletters, seminars and event-driven commentaries

Custom Portfolios

Based on your unique circumstances, time horizon and risk tolerance, The Westside Wealth Management Group will help craft a customized portfolio to ensure that your investments are properly diversified and positioned to help you achieve your goals. We realize that one portfolio solution is not suitable for all investors, so we get to know each client as an individual, and consider important life changes when structuring portfolios. Are you getting married, divorced, receiving an inheritance, selling a business? Are there health issues, or a sick parent that should be considered? Are you an incorporated professional? Are your investment strategies synchronized with your tax strategies? We feel these are all important factors when deciding how your investments should be structured.

High Net Worth Experience

If success has placed unforeseen demands on your time and your financial affairs have inevitably become more complex, a discretionary wealth management relationship can provide the freedom you need to focus on what‘s important to you. You can delegate the important responsibility of managing your investment assets, and day-to-day investment decisions with complete confidence, knowing that Paul, Mike and their team follow an extremely disciplined approach to investment management. It starts with establishing your personal investment policy statement, which specifies your investment objectives, risk tolerance and investment time horizons, while providing asset mix guidelines, socially responsible restrictions and security selection criteria. The Westside Wealth Management Group works within the framework established within your personal investment policy, while our independent Portfolio Risk Management Group provides an extra level of diligence, regularly monitoring your portfolio to ensure compliance with your investment policy.

Strategic Insurance Solutions

When most people think of insurance, they think of life, home and auto insurance. But insurance-based solutions can also help you protect and enhance your wealth.

Matthew Leggett, our Estate Planning Specialist, can meet with you to determine the suitability and effectiveness of several insurance strategies to:

• Boost your retirement income
• Enhance the value of your estate for your beneficiaries
• protect your assets from the impact of probate taxes
• Maximize your gift to charity

Financial Planning

The Westside Wealth Management Group prides itself on offering a holistic approach to wealth management. We recognize that wealth management extends beyond investment advice and money management. It includes helping you manage your wealth, protect your lifestyle, plan for your retirement and create a legacy.

With decades of experience under our belts, and the support of certified financial planners on our team, we provide customized solutions to clients with needs ranging from ensuring they have enough money to finance their children’s education, to addressing retirement planning questions such as, “How long will my money last?” No matter how simple or complex the scenario, our aim is to help individuals and families develop financial plans tailored to their unique circumstances.