Wealth Management & Lifelong Financial Advice

Planning with Intention/Investing with Confidence. Ditch the angst!

Our Financial Services

Whether you are looking to retire or “rewire,” having an intentional plan can reduce feelings of financial uncertainty. Shira Ridge helps clients develop personal financial plans and wealth management strategies that are tailored to reach goals. A good plan contains meaningful information, actionable recommendations, and should be reviewed and updated regularly.

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Goal Setting

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Planning

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Research

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Execution

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How Do I Know If I Need a Wealth Manager?

What is Wealth management?

Wealth management is a core principle of healthy financial planning at Shira Ridge. We’ll help you create a plan designed to meet your goals as well as needs, with realistic strategies to enable your financial success in an investment-advisory role that is part financial planning, part portfolio management, and uses a mix of investment types. We’ll help you create a “living” plan with annual updates and change of life scenarios.

What makes Shira Ridge Wealth Management different?

The heart and soul of what Shira Ridge does is financial planning and wealth management because we feel that this helps to bring intention, confidence, peace of mind, and success to our clients. At Shira Ridge, you’ll get the peace of mind that comes with a fiduciary and the experienced guidance of a Certified Financial Planner. We love what we do and promote a culture of commitment to our clients and their goals.

With what type of clients do you work?

Shira Ridge provides financial advising services to households with investments greater than $1,000,000.

Our clients are looking for, and value, the benefits of financial planning. They understand that this leads to investing their money intentionally, to fulfill their lifetime financial goals. Our clients enjoy working collaboratively with us.

How personalized is your Portfolio Management?

When you work with Shira Ridge, you’ll enjoy the experienced perspective of a team who will understand your lifestyle and what’s important to you. Being able to live your life the way you’d like and enjoy your journey along the way is our goal for you.

What is your investment approach?

As a fiduciary, your best interest is our top priority. We believe in using low-cost Index Funds and Exchange Traded Funds (ETF), while using an active asset allocation approach. We also provide socially responsible investment portfolios.

We’ll help to guard against your spending it all now and hoping for the best later – hope is not a strategy. We’ll make sure that you’re not needlessly forsaking current choices to provide “more than you would ever spend” in the future. There is a balance, and we will help you find and achieve that.

What do you mean by financial planning?

At Shira Ridge, you’ll work with a Certified Financial Planner, licensure that ensures you can rely on our commitment to the financial planning process. Certification indicates years of study on various subject matters (taxes, insurance, investments, retirement planning, etc.), passing a certification test, and continuing education in the field.

We have an active planning process. We update your plan each year to reflect what’s happening in your life and with your goals.

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Where Will Your Retirement Money Come From?

Here’s Our Sound Approach to Retirement

If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. We’ll help you determine how much money you’ll need in retirement, and create a sound approach to developing retirement income sources today.