because theygrow upfast
because theygrow upfast
There's never been a better time to plan, decide, and enjoy.
how we SERVE
Designing the best path forward for managing your wealth.
For more than 36 years, WestHill Financial Advisors® has empowered clients to plan confidently for their future while enjoying life today. We combine sound financial strategies, thoughtful investment guidance, and prudent risk management to help you achieve what matters most. Our personalized approach begins with a deep understanding of your goals and priorities. By aligning your vision with a well-crafted, intelligently executed plan, we help you navigate an ever-changing financial landscape—giving you the freedom to pursue and realize your dreams.
Financial Planning
Let us be your guide.
At WestHill Financial Advisors®, we believe true freedom begins with clarity and confidence. That’s why our unique financial planning process is designed to be deeply personal, highly customized, and always centered on you.
Our team of CFP® professionals takes the time to understand your full financial picture—where you are today and where you want to go in the future. From that foundation, we craft a tailored roadmap that not only guides you toward your goals but also adapts to life’s inevitable changes. Flexibility is built into every plan, and technology that supports changes over time, so you can move forward with confidence no matter what the future holds.
We partner closely with your legal counsel, tax professionals, and other trusted advisors to ensure you receive holistic, coordinated guidance. This collaborative approach means every aspect of your financial life is aligned and working together.
At WestHill, we treat our clients like family and that means getting in the weeds with you. We talk about more than just the numbers, facilitate conversations that need to be had, and explore the future in the context of your values, dreams and most significant fears. Our Financial Plan deliverable is confidence, empowerment, and partnership, helping you live a more free and fulfilling life.
Investment Management
An investment approach tailored to your financial plan.
What our approach means is that your investment portfolio will be strategically designed and managed to help you achieve your long-term financial planning objectives. You’ll have an investment portfolio designed to seek appropriate growth and income performance while utilizing a disciplined approach to reducing risk and volatility. Our investment management process will also seek to minimize your income taxes. Regular meetings with your WestHill financial advisor, our suite of technology tools, and access to your wealth portal will help keep you on the path and aligned with your financial planning objectives.
Impact Investing
Investing with a focus on Environmental or Societal Change
Impact Investing uses ESG as guidelines to identify firms that are willing to engage in dialogue with their investors about standards, values, execution, and ways to improve. By pooling investments through funds, Impact investment managers can engage and direct firms through proxy votes and other types of communication in an effort to influence the future of a company. Our approach seeks to merge the goals of investing proactively to support social and environmental advancement while also achieving your financial objectives.
Environment
- Reduce carbon emissions
- Manage resources for sustainable production
- Reduce negative impacts on the environment
- Reduce waste
- Water management and scarcity
Social
- Promote diversity and gender equity
- Demonstrate commitment to employees
- Focus on product safety and quality
- Emphasize guidelines for health and safety
- Respect culture and traditions of local communities
Governance
- Develop effective boards with diversity of perspectives
- Lift ethical standards in all interactions and operations
- Establish transparency in accounting and reporting
- Reasonable executive compensation
- Maintain best interests for shareholder rights
Qualified Retirement Plans
Helping you and your employees save for tomorrow.
At WestHill, we recognize that navigating the complex and ever-evolving landscape of Qualified Retirement Plans can be daunting. That’s why we serve as a trusted co-fiduciary—providing strategic guidance and clear, actionable solutions to help you optimize your retirement plan offering.
As independent Registered Investment Advisors, we are not tied to any single provider. This independence empowers us to collaborate with a broad network of investment managers and recordkeepers, allowing us to design a retirement plan that is tailored to your organization’s goals and your employees’ financial futures.
We utilize industry-leading compliance tools and investment analytics to help you build a well-structured fund lineup and continuously monitor performance to ensure alignment with your plan’s objectives. In partnership with your plan provider, we conduct regular investment reviews and plan health assessments, and participate in employee education sessions that foster engagement, uncover opportunities for improvement, and build confidence in the path to retirement readiness.
Risk Management
We help you plan for the unexpected so you can enjoy your best today.
At WestHill Financial Advisors®, we integrate risk management into the broader context of your overall financial plan. Our strategic approach helps you identify, assess, and manage potential risks that could impact your financial security and family legacy. Through a comprehensive planning process, we evaluate the effects of risks such as disability, premature death, and long-term care needs. By making risk analysis an essential part of your financial strategy, we provide ongoing guidance on how to effectively eliminate, minimize, or insure against these risks – helping you protect what matters most.