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.

Seeing opportunity in challenges

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.

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 Advisors Best-In-State - 2020, 2021, 2022, 2023, 2024
  • 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

Recognized as a Forbes Best-in-State Wealth Management Team in 2024.

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

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.