At Westridge Equity Partners, we feel diversification amongst asset class is the truest way to financial success.

At Westridge Equity Partners, we feel diversification amongst asset class is the truest way to financial success. Our market side partnership has allowed us the ability to safely protect and grow our client’s assets while still maintaining an adequate amount of liquidity. Our retirement income and growth plans start with a foundation built on trust, communication and commitment. By taking the time to understand your financial needs, goals and objectives, we will customize a plan that will allo...

At Westridge Equity Partners, we feel diversification amongst asset class is the truest way to financial success. Our market side partnership has allowed us the ability to safely protect and grow our client’s assets while still maintaining an adequate amount of liquidity. Our retirement income and growth plans start with a foundation built on trust, communication and commitment. By taking the time to understand your financial needs, goals and objectives, we will customize a plan that will allow you to succeed in retirement. About Steve: Since June of 2006, Steve has helped hundreds of pre-retirees and retirees with many concerns regarding retirement. Partnering with some of the industries top Safe Money Radio experts has given him the opportunity to build life long relationships with individuals and their families. Steve founded Westridge Equity Partners, LLC. in May of 2007 with a mission to put his clients first and provide financial solutions that are trusted, reliable and effective. He guided his company and clients through the Financial Crisis of 2007 and 2008 untouched, a testament to his future commitment within the financial services industry. Steve’s business life closely resembles his personal life, as his Faith in God is the foundation for them both. He lives in Prosper, TX with his wife Erica and 3 daughters Kylie, Dylan and Kenzie. When not working or hanging out with family and friends, you will most likely find him competing in CrossFit or outdoors hunting, enjoying an escape from the concrete jungle. Hours of Operation: Mon-Fri:(8am-6pm) & Sat:By Appointment