Resources - WESTHILL Financial Advisors

WestHill's

wealth management team keeping you informed

In an increasingly complex and ever-changing world, WestHill Financial Advisors® understands the vital importance of our role as your trusted financial advisor. In addition to helping you make optimal financial and investment decisions, our role includes providing you with timely financial information and education. Our Resource Page is designed to provide WestHill wealth management clients with our Quarterly Commentary, timely speaker seminars, and other content ranging from investment market and economic updates to financial planning techniques and cybersecurity tips. We hope you find these resources valuable.

Quarterly Newsletters

2026 Second Quarter Review

2026 First Quarter Review

2025 Fourth Quarter Review

2025 Third Quarter Review

Cybersecurity

How Schwab Protects Your Information

Tips for Preventing Fraud

Am I At Risk of Having My Identity Stolen or Being A Victim of Fraud?

Financial & Tax Planning Resources

Tax Planning

While taxes may be one of life’s certainties, we’re committed to helping you be able to enjoy as much of what you’ve worked diligently for as you can. Here are some helpful articles detailing ways you can utilize effective planning as a means to reduce your tax liability

Insurance Planning

Looking after those who are most important to you is priority number one. While we’d love to live life risk-free, it’s prudent to prepare for the worst and effectively plan for those who could be impacted.

Retirement

Explore how to make your retirement savings last while maintaining the lifestyle you want, with practical insights and helpful resources to guide your planning.

Investing Planning

Having clear investment objectives is imperative to reaching your long-term goals. Here are some articles of interest regarding the investment process.

Cash Management

Make smarter daily financial decisions with practical tips to manage your money, stay on track, and take control of your short-term financial goals.

Financial Planning

Build a strong financial foundation with practical planning tips and key principles to support long-term success and smarter money decisions.

Estate Planning

Navigate the complexities of estate and trust planning with insights to help preserve, protect, and transfer your wealth effectively for future generations.

I hear so much financial advice in the media and from friends, much of it conflicting and confusing. Where do I start?

We believe everyone should start with a plan. A financial plan serves as a strategic blueprint for achieving your short and long-term financial goals. Once done, your financial plan will allow you to cut through the noise and confusion and make sound financial decisions with clarity and confidence.

What is the advantage of investing with your firm rather than with a large national firm?

As part of a boutique advisory firm, our people distinguish us from larger financial institutions. WestHill employees reflect our core values and provide our clients with personalized advice and service that is rare in our industry. That is why most of our clients come to us by referral, often moving their accounts from large name-brand institutions.

Additionally, as an independent RIA firm, WestHill provides investment management and financial planning on a fee-only basis, avoiding conflicts of interest inherent in many large financial institutions. WestHill serves as a fiduciary, and our clients find our approach to be transparent, straightforward and engaging.

If we choose to work with your firm, where will our accounts be held?

Our client assets are held in custody with Charles Schwab and Co. Schwab’s client service focus and technology make them a valuable ally to WestHill and our clients. That Schwab’s values are closely aligned with ours has made them a great partner since 2007.

What factors do you consider when managing client investment?

Our investment decisions are driven by each client’s unique situation. Factors we consider include a client’s financial plan, their current and future cash needs and taxes, and their level of comfort with investment volatility. Regular review meetings with each client allow us to make investment portfolio adjustments as needed.

How do my spouse and I determine if we should work with your firm?

We suggest an informal complimentary discovery meeting at our office. This will allow us to learn about your financial objectives and future vision and allow you to learn about our capabilities and how we might work together.

If I engage WestHill to help me with my finances, whom will I work with?

Whether you engage us to create a financial plan, manage your investments, or both, you will have a one-on-one relationship with a WestHill financial advisor. Further, our team approach to providing client advice and service means you’ll benefit from the collective knowledge and experience of our team. As continuing growth and education is a shared dedication at WestHill, all of our financial advisors hold the Certified Financial Planner™ designation, as well as various other designations and degrees. This allows us to provide you with financial advice that is strategic, holistic and personalized.

Why did WestHill change it's name?

In 2021 we changed our name to WestHill Financial Advisors® to better reflect our collaborative team approach and visionary perspective on financial planning.

Our name change reflects our commitment to stay independent and provide longevity to our clients for the generations to come. Same white-glove service and family feel, with a new name, new website and new email addresses.

This article answers the most common questions about this change >