Shira Ridge Wealth Management, (hereafter: Shira Ridge) is an SEC-registered investment adviser located in Larkspur, California. Shira Ridge and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisers by those states in which Shira Ridge maintains clients. Shira Ridge may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its diversified services. Accordingly, the publication of this website should not be construed by any consumer and/or prospective client as Shira Ridge’s solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet. Any subsequent, direct communication by Shira Ridge with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Shira Ridge, please contact the Securities and Exchange Commission or the state securities law administrators for those states in which Shira Ridge maintains a notice filing. Shira Ridge’s current written disclosure statement discussing Shira Ridge’s business operations, services, and fees is available from Shira Ridge upon written request.
The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell the securities mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be considered as advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice or other content. The links provided are maintained by their respective organizations and they are solely responsible for their content. Trademarks are the property of their respective owners.
Shira Ridge does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by Shira Ridge) or product made reference to directly or indirectly by Shira Ridge in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). The information provided should not be considered a recommendation to purchase or sell a particular security. Any specific securities identified do not represent all of the securities purchased, sold or recommended for advisory clients, and may be only a small percentage of the entire portfolio and may not remain in the portfolio at the time you read this website. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. The number and types of securities found in the index can differ greatly from that of the accounts held in the strategy shown. Investments cannot be made directly in an index.
Certain portions of this web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Shira Ridge’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Any research is based on Shira Ridge proprietary research and analysis of global markets and investing. The information and/or analysis presented have been compiled or arrived at from sources believed to be reliable, however Shira Ridge does not make any representation as their accuracy or completeness and does not accept liability for any loss arising from the use hereof. Some internally generated information may be considered theoretical in nature and is subject to inherent limitations associated therein. The information provided may contain projections or other forward-looking statements regarding future events, targets or expectations, and is only current as of the date indicated. There is no assurance that such events or targets will be achieved, and may be significantly different than that shown here. The information presented, including statements concerning financial market trends, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Shira Ridge, or from any other investment, tax, or financial professional. No portion of the web site content should be interpreted as legal or accounting advice. Shira Ridge recommends clients and prospective clients consult their tax professionals before enacting strategy or recommendation perceived to have been made in this website.
If you are accessing this site to obtain information concerning you specific client account, it is important to note that we have provided this information regarding your account(s) based on sources we believe to be accurate. To ensure accuracy, you are encouraged to compare your account information with the information contained on the statement from the corresponding time period from the custodian of your account. Please contact us or the account custodian with any questions you may have. Also, please notify us promptly if you do not receive statements on all accounts from the custodian on at least a quarterly basis.
To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Shira Ridge’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Shira Ridge, or from any other investment, tax, or financial professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Shira Ridge’s web site, to release and hold harmless Shira Ridge, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Shira Ridge.
Copyright Information All web pages are intellectual property of Shira Ridge and are protected by copyright laws. All copyrights for Shira Ridge web presence are owned by Shira Ridge with all rights reserved. Any individual is allowed to view, print, and link to these pages provided they observe the following:
1. The documents can only be used for non-commercial purposes.
2. Our documents may not be associated with anything which is illegal, unethical or immoral.
3. Our documents may only be used for informational purposes