Our most treasured asset is our clients’ trust

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.

Proud to work with a nationally recognized teammates

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.

Jackie Larson
  • Forbes Top Women Wealth Advisor - 2020, 2021, 2022, 2023
  • Working Mother Magazine Top Wealth Advisor Mom – 2020 and 2021
  • Forbes Best-in-State Top Wealth Advisor - 2021, 2022, and 2023
  • AdvisorHub Advisors to Watch - 2022
The Westside Group
  • Forbes Best-in-State Wealth Management Teams - 2023

Global Insight Monthly:
The rocky road for debt ceiling negotiations

Raising the U.S. debt limit has been a regular occurrence but striking a deal has often been an arduous task. We explain why this round of negotiations looks particularly tough.

Read the latest Global Insight Monthly »

Introducing RBC Total Wealth

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.

The Westside Group 

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. Contact us to set up a consultation.

We humbly serve and advise client families with all of their financial affairs.

Alone is harder. Together is better.


Latest Insights

Capitol building

Debt ceiling update

Recent headlines on debt ceiling negotiations indicate significant progress towards a deal, but with major unresolved issues.

Read more