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Plan for Tomorrow. Focus on Today.

You probably have a vision of what you want your life to be like in the short, medium, and long term. You probably even have specific goals and objectives you want to achieve, especially financial ones. For Alpharetta and Columbus, Georgia families, Ridge Capital Management understands the importance of having a vision and goals for the future, but we also understand that knowledgeable, comprehensive planning is essential to helping you clarify your vision and pursue the future you desire. RCM financial professionals are passionate about developing, implementing, monitoring, and adjusting a customized plan which helps you feel confident you are on the right course for pursuing your goals. Let us take care of the details of your financial plan, so you can focus less on your investment portfolio and more on your daily life.

Financial Planning

At Ridge Capital, we are passionate about designing customized, comprehensive financial plans by thoroughly evaluating your financial situation and developing a deep understanding of your personal, unique values and goals. In addition to helping you design and carry out your plan, your RCM financial planner will also provide you with the emotional and behavioral grounding you need as you face life decisions, changing circumstances, and the often turbulent ups and downs of the market. We’ll help you stay the course through it all, so you can focus on today and face the future with confidence.

Portfolio Management 

When you work with us, you’ll never get a cookie-cutter investment plan. Our advice is independent and is backed by academic market research. And since we’re independent, you can trust that we’ll only offer the products and services which we believe are the best fit for you. The RCM team of financial professionals specializes in creating robust, time-based investment plans and strategies tailored to your specific needs and goals. Your financial advisor will continually monitor your investment portfolio, recommending adjustments along the way to help keep you on a course toward your investment goals and objectives.

Retirement Planning

Whatever your current life stage, whether you’re already retired, you’re just starting out, or you’re somewhere in between, retirement planning and lifetime income planning is a key aspects of any comprehensive financial plan. Ridge Capital’s retirement planning specialists can help you design a plan which accounts for wants, needs, and the unexpected in retirement, and we’ll devise a strategy to help you pursue your goals for the kind of retirement you envision. Your financial planner will carefully implement, monitor, and adjust your plan and strategy to help keep you on your course every step of the way.

Estate Planning

Effective estate planning is another indispensable aspect of your comprehensive financial plan. When it comes to protecting your family and your legacy, there is no better gift you can leave your loved ones than a well-planned estate transition. An effective estate plan will ensure your final wishes are kept, will help protect your family from administrative burdens, and can help maximize the value distributed, protecting your overall legacy. To be effective, your estate plan must be valid, exhaustive, and up to date, reflecting all the latest circumstances which impact your estate. Contact our Advanced Planning Partners today to get started.

Risk Management

Effective risk management is a crucial element in your overall financial plan and should incorporate a comprehensive insurance plan designed to mitigate the financial impact on you and your family in the event of illness, injury, disability, long-term care needs, or death. A well-designed risk management plan and insurance coverage can help provide protection for your financial household when you need it most. Ridge Capital’s Insurance Specialists will identify areas of risk in your estate and help you find the plans best suited to meet your needs and budget. Contact us today to get started with your risk assessment.

Tax Planning

At Ridge Capital Management, we aim to provide you with truly comprehensive financial planning services. RCM financial planners develop investment strategies that are not only designed to target your specific goals, but also factor in income sources and tax implications. We provide tax planning services that can result in significant savings, as we take the time to review your specific situation on a yearly basis or as often as needed. We’ll provide an analysis of your current tax situation and any changes in tax law which might affect you. Your RCM advisor will work closely with you and your CPA to implement the most efficient tax strategy for you.*

Through the years, we've learned that a comprehensive estate plan not only addresses the client’s needs in the traditional areas of investment advisory, insurance & retirement planning but addresses the legal aspects surrounding a client’s business, family, and estate.

Please contact us at (770) 516-7747 if you would like to speak with one of our Advanced Planning Partners

*RCM is not an accounting or tax firm. Services are offered through unaffiliated providers. These services are not offered through First Allied Securities, Inc.
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither First Allied, nor any of its representatives may give legal or tax advice.

*The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications.

*All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

Your Pension Plan, Working for You

Over the years, you’ve worked hard for your retirement savings and pension plan. At Ridge Captial Management, we know the value of your hard work, and we want to help you get the most out of your pension plan so you can have the kind of retirement you envision and deserve. We specialize in advising our clients on how to get the most out of their pension plans. We’ll help you decide when to retire, as well as advise you on the optimal methods for structuring your pension plan payouts. Moreover, when RCM manages your pension fund, you can trust that we’ll be putting your money to work for you so you can pursue your goals for retirement and help provide a lasting legacy for your family.

Contact RCM today to schedule a meeting with our financial planners who are experienced in providing the guidance you need for managing and getting the most out of your pension plan.

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.

Meet the Team

Contact Us

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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Our Approach

Ridge Capital Management takes a highly relational approach to your wealth management and financial planning needs. We’ll help you form a personalized plan to seize opportunities, mitigate risks, and build your legacy.

Our Firm