Westridge Wealth Strategies (WWS) is an independent, local wealth management boutique with the resources of a large private banking organization. Cheney has more than two decades of wisdom garnered from managing client wealth in constantly changing financial markets. Cheney achieved the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations. The CFA Institute estimat
es that there are fewer than 2,800 professionals globally holding both credentials as of May, 2013. Cheney is regularly featured in financial media such as the Wall Street Journal, CNBC.com, Business Week, and the Journal of Financial Planning. "I love to help and educate people and focus on helping technology employees and small business owners grow and protect their wealth. We deliver a balanced platform of advanced financial planning, asset allocation, tax strategy, risk management, and asset and estate protection services to achieve our goal of truly integrated wealth management." Specialties: Specialties in the breadth of wealth management services Mr. Cheney provides include 1) significant reduction in income taxes for business owners through use of sophisticated government-approved retirement and benefit plans and 2) capital gains and income tax reduction and broad diversification on liquidity events for entrepreneurs and start-up employees.
