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.

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 and 2021
  • Forbes Best-in-State Top Wealth Advisor - 2021

Smart Cities, sustainable cities

With cities around the world facing increasing environmental pressures and infrastructure needs, the final article of the SusTech series focuses on metropolises that use high-tech solutions to manage the challenges of urbanization in the 21st century. As these Smart Cities enable urban sustainability, the companies and industries at the forefront of this transformation should see long-lasting channels of growth. 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

College student studying on sofa with laptop and phone

Retirement planning for Millennials

Did you know this about money management? It’s important to start retirement planning early.

Read more

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—–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.