Westhill Financial Advisors Employee Directory

WestHill was founded in 1989 as Taddei Ludwig and Associates. Rooted in small town values, our quest is to deliver a client wealth management experience superior to that of a large institution. Since our inception, client loyalty has fueled WestHills organic growth. In 2021, we changed our name to WestHill Financial Advisors to better describe our... visionary approach to client planning and advice and the collaborative team approach we bring to every client relationship. For more than 30 years, WestHill Financial Advisors has helped clients prepare for the future and live their dreams today with sound planning, sensible investing advice and responsible risk management. Our customized approach to financial planning and advice is based on gaining a deep understanding of your objectives. By having a thorough knowledge of whats most important to you, we can help you navigate the complexities of an ever-changing financial landscape. An intelligent plan, well-executed, gives you the freedom to pursue and reach your goals. Please visit our website or give us a call -- we'd love to meet you!Read More