Welcome
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your lifelong goals.
Our Mission, Our Vision
Our mission is to inspire our clients in making informed decisions through education, communication and service which exceeds their expectations. We strive to be the most trusted advisor by our clients for our professional knowledge, unquestionable integrity and completely personalized service.
Westergaard Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. For each of our clients we strive to help create financial stability to provide financial independence.
Our Commitment
We are committed to our mission and vision. Our staff consists of experienced professionals with a “hands on” approach to financial guidance. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams. We look to exceed all client expectations in providing service that goes above and beyond. We always remember, first and foremost, that we are here to serve our clients’ interest above all others.
Videos
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.
Financial Planning: Helping You See the Big Picture
Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.
ViewUseful Links
Newsletters
Diversifying Your Portfolio with International Flair
Do you know the benefits and risks of investing in foreign markets using international mutual funds or ETFs? Find out in this article.
Working While Receiving Social Security Benefits
Do you understand how working in retirement can affect your Social Security benefits? Read this article to find out.
Going Green: A Fast-Growing Corner of the Global Bond Market
This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.
Baseball Lessons That Might Help Change Up Your Finances
Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.
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Calculators
Federal Income Tax
This calculator can help you estimate your annual federal income tax liability.
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
More Calculators »