How does the advisor help clients – Key Takeaways:
Shira Ridge Wealth Management is committed to helping clients achieve their financial goals by providing expert financial management services.
- They work closely with their clients to create personalized financial plans tailored to their specific needs and objectives.
- Their team of highly experienced advisors are dedicated to providing honest, unbiased advice and guidance to ensure clients make informed financial decisions.
- They offer a wide range of financial services to meet the diverse needs of their clients, including investment management, retirement planning, and estate planning.
- With a strong focus on transparency and trust, Shira Ridge Wealth Management values open communication and collaboration with their clients to help them achieve long-term financial success.
Facts and Insights
Shira Ridge Wealth Management is a leading financial advisory firm with over 20 years of experience in the industry. They have built a solid reputation for providing exceptional service and delivering tangible results for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 20 |
These numbers speak to the firm’s strong track record of success and their ability to effectively manage and grow their clients’ assets.
Financial Services Offered
Shira Ridge Wealth Management offers a comprehensive range of financial services to help clients achieve their short and long-term financial goals. Some of the key services include:
- Investment Management: Their team of expert advisors help clients build and manage their investment portfolios to maximize returns and minimize risk.
- Retirement Planning: They work closely with clients to develop personalized retirement plans that take into account their unique financial situation and goals.
- Estate Planning: Shira Ridge Wealth Management offers comprehensive estate planning services to help clients protect and preserve their wealth for future generations.
Client Types
Shira Ridge Wealth Management works with a diverse range of clients, including:
- High net worth individuals
- Business owners
- Corporate executives
- Individuals and families
- Retirees
Their team has the expertise and knowledge to cater to the unique needs of each client, regardless of their financial situation.
Fees & Compensation
Shira Ridge Wealth Management operates on a fee-based compensation model, which means their advisors are compensated through a percentage of assets under management. This incentivizes them to work in the best interest of their clients and help them achieve their financial goals.
Background
Shira Ridge Wealth Management was founded by Shira Ridge, a highly experienced financial advisor with over 30 years of experience in the industry. With a strong background in investment management and financial planning, Shira Ridge has built a team of expert advisors who are committed to helping clients achieve financial success.
Financial Advisor Disclosures to Know
- Shira Ridge Wealth Management is a registered investment advisor.
- They have no reported disciplinary actions.
- All advisors are licensed and hold the necessary industry qualifications.
- Clients can access their Form ADV disclosure document for more information about their services, fees, and potential conflicts of interest.