Grow Your Wealth Management Practice
Ridge Capital Management, LLC is a Turnkey Advisory Platform for a select group of wealth advisors. Through Ridge Capital Management, LLC our partners can leverage an award winning investment platform as well as industry leading investment in technology, dedicated resources and operational efficiency to grow their practice.
We believe our advisors have a unique ability to grow exponentially because of our focus on these specific 7 needs:
5. Business Development
We attribute our continued growth to the emphasis we put on having a deep understanding in the business. Implementing segmentation tools and continually monitoring specific, actionable metrics has allowed us to spot areas that need improvement. We offer a team of business consultants that provide invaluable insights to growing your business.
6. Succession Planning
One of the biggest questions independent financial advisors face.. What happens if something happens to you?
We work with our partners to develop a continuity and succession plan that gives your family, as well as your clients the peace of mind that they are being well taken care of.
An internal estimate at our affiliated firm, Cetera Financial Group, found that as few as 1 in 10 advisors actually have a formal succession/ business continuity plan.
We know what it is like to build a successful practice on your own, and we believe a partnership with RCM provides you with the right tools to grow with unmatched efficiency and scalability.
We look forward to learning more about your practice.