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A Relational Approach

Financial Planning Grounded in Your Values

You want to stay grounded when it comes to your financial decisions, but clarity can be hard to come by when emotions, circumstances and expectations come in to play. For this reason, at Ridge Capital, we take a highly relational approach to your wealth management and financial planning. We take the time to get to know you and understand your unique values. Understanding your values helps us know where you ultimately want your financial roadmap to take you. In turn, we can help provide better clarity for every step of your financial journey and at every crossroads, helping you stay true to your course.

Guidance Towards Pursuing of Your Goals

Guidance Towards Pursuing of Your Goals

Your goals and objectives are just as unique and complex as you and your family are. We’ll help you identify and define your specific goals and objectives, and we’ll help you develop a time-based, robust and comprehensive plan to pursue them. Because the path to pursuing your financial goals and objectives can be challenging, our team of experienced financial professionals at RCM can provide you with emotional and behavioral grounding to help you stay on track, even when facing life’s decisions, the ups and downs of the market and changing life circumstances.

Continuity You Can Count On

Continuity You Can Count On

At Ridge Capital Management, we are deeply loyal and dedicated to our clients. As a family-owned and operated company, we proudly serve families for multiple generations. To do this, however, we are also committed to nurturing our own generational excellence. Just like you, we carefully plan our successions in order to protect the legacy we’ve built. Through this commitment to our ongoing development, we can serve you continuously and with excellence, so you don’t ever have to worry about the continuity of your plans or investments.

Comprehensive Planning for Every Life Stage

It’s only natural that your unique financial needs shift and change with every new step along with your financial roadmap. Ridge Capital’s financial planners are here to help with all your goals for today and tomorrow.

Starting Out

Starting Out

Growing Wealth

Growing Wealth

Nearing Retirement

Nearing Retirement

Living In Retirement

Living In Retirement

Detailed Plans to Suit Your Preferences

Detailed Plans to Suit Your Preferences

At Ridge Capital Management, our financial planners take the time to get to know you, your values, goals, objectives and preferences from the very beginning. We’ll perform a detailed analysis of your current circumstances and risk tolerance versus your goals, needs, and desires. Based on this information, we’ll design a custom plan powered by time-tested strategies and tailored to suit your personal preferences. We’ll deliver your plan through the products and services which we believe are best suited to you, while making sure you’re comfortable with the plan, every step of the way.

Our Services

For planning, building, and protecting your legacy, and for the everyday living in between, RCM has the experience and comprehensive services you need to map out your financial course and see it through to fruition.

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Our Team

The Ridge Capital Management team has over 26 years of experience and is comprised of dedicated, family-oriented financial advisors and professionals, some of whom actually happen to be family. Come join the RCM family! Years of experience have prepared us to guide you through your life transitions.

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Our first priority is to take care of your priorities — to provide for yourself and your family. RCM financial professionals are ready to deliver the highest level of service. Let us know how we can help you plan for success as you envision it.

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