Westhill Financial Advisors, Inc.

Overview

Westhill Financial Advisors, Inc. is an independent registered investment adviser. The firm is SEC-registered (registration year 2010) and offers a mix of advisory services aimed at both individuals/families and institutional clients. Its service set includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars/workshops. Westhill bills clients through a combination of asset-based fees, hourly charges, and fixed fees. The firm's positioning emphasizes public markets exposure delivered through pooled vehicles, supplemented by access to alternative strategies and insurance products. It is not identified as an active ESG investor and is structured as a domestic corporation with individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives