Alone is harder. Together is better.
Our mission at The Westside Group is to understand your financial situation so we can provide you with trustworthy and collaborative guidance on achieving your goals and wishes. We work closely with you to ensure your priorities stay top-of mind through your financial journey.
Life is unpredictable, so we help you plan for the challenges that come your way. Like in the game of golf, seeing challenges as opportunities and remaining calm under pressure help drive success.
Contact us to help you see things differently and tee up your financial goals.
At The Westside Group, we are very proud that Financial Advisor Jackie Larson and our team are recipients of the following prestigious awards. It’s an honor to have teammates nationally recognized as some of the best in the industry—because it means we are serving our clients well.
RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.
RBC Wealth Management put together a list of important year-end planning topics to review—including: tax-sensitive strategies, ways to boost your retirement savings and charitable giving tips—for success in the new year.
> Review the checklist
Taking a few moments to plan ahead can help you take advantage of potential opportunities to grow your wealth and get you one step closer to reaching your goals. Contact us today to discuss how we can be of service to you.