Alone is harder. Together is better.

 

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.

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.

 

Introductory meeting

If you are interested in meeting with any members of The Westside Group, please follow the link below. This meeting is complimentary and designed for prospective clients to learn more about our group and our wealth strategies. Request Introductory Meeting
 

Portfolio review

If you are an existing client and would like to request a portfolio review, please follow the link below. This meeting will allow our team to review your portfolio, risk tolerance, and discuss any chances that might have occured since your last meeting. Request Portfolio Review

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

Meet our team

Learn more about 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.

Latest Insights

Coronavirus contagion: Implications for the economy and stock market

Volatility has spiked as the coronavirus outbreak expands outside of China. We look at the potential economic impact and the risks to U.S. equities.

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