Alone is harder. Together is better.

 

To our clients & friends

 

Proud to work with a nationally recognized teammate

At The Westside Group, we are very proud that Financial Advisor Jaqueline Larson is a recipient of the following prestigious awards. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well.

  • Forbes Top Women Wealth Advisor - 2020 and 2021
  • Working Mother Magazine Top Wealth Advisor Mom – 2020
  • Forbes Best-in-State Top Wealth Advisor - 2021

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2021

Tax reporting document Approximate availability date
Form 1099-R February 1, 2021
Fair Market Value Statement February 1, 2021
Tax Information Summary: Forms 1099-DIV, -INT, -B, -MISC, and -OID February 16, 2021
REMIC Tax Information Summary March 15, 2021

Revised 1099 Tax Information Summary 

(tax year 2020 - revision 1)

On or about March 18, 2021
Form 1042-S April 1, 2021
Revised 1099 Tax Information Summary (tax year 2020 - revision 2) On or about April 5, 2021
5498 June 1, 2021
Revised 1099 Tax Information Summary (tax years 2017-2020) Monthly, beginning May 2021

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.

GreenTech: Keeping it clean

Once, the green technologies theme was a niche that was “nice to have.” Now, we’re seeing a transformative shift to a clean energy world, and with it the next normal. We explore four key drivers underpinning the GreenTech growth prospects. Read the full economic outlook in the latest edition of Global Insight.

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

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

Should equity investors be optimistic in 2021?

Equity markets have responded tamely to strong corporate earnings and GDP growth estimates. But investors shouldn’t overlook the bigger trends afoot.

Read more

Meet our team

Learn more about The Westside Group

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

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