Westshore Wealth

Financial ServicesCalifornia, United States2-10 Employees

Westshore Wealth operates on a fee-only advisory model and maintains an independent stance as a registered investment adviser. Located in Newport Beach, California, the firm positions itself as a small, boutique outfit within the financial services sector. It offers tailored investment management and develops comprehensive financial plans that outline spending and saving targets to help clients reach their objectives.

Its estate and trust capabilities focus on transferring wealth in a tax-efficient way and incorporating charitable giving into legacy planning. With experience typically associated with larger firms, the practice functions in a boutique, multi-family-office setting to serve a carefully selected client base. It covers retirement planning and risk-aligned asset allocation as part of a cohesive financial strategy for clients.

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