Planning is a critical part of reaching your financial goals. At Ridge Capital, no goal is too large or too small. You can easily get started today by finding out your Risk Score.
A solid road map will allow you to measure and realize your goals. A focus on realistic programs designed specifically for you is a critical piece of recognizing and achieving those goals.
Stay informed with instant, online access to all of your investment and asset management accounts. Reviews are held as often as necessary to assist you and help you stay on track.
Meet The Team
ChFC, CRPC, CASL
Oro Valley, Arizona
"Never say 'That can't happen'. Events happen in the market every day that have never happened before."
Kelly Kleinsasser - Founder and Principal, Ridge Capital Advisors, LLC
What Can Ridge Capital Advisors Do For You?
is often overlooked. Ignoring or overlooking this important aspect of a financial plan can have dire consequences. We typically start this process with a risk assessment you can easily perform online in our office or in the comfort of our home.
allows allocation of your account to a specific model based on risk, volatility, and return assessments. These models have been developed through decades of trading experience and seek low cost options to acheive the model's objectives.
Management can be utilized by engaging some of the top outside Money Managers in the world. This third-party management can increase your expenses and is available through a partnership with Interactive Brokers Wealth Management.
is often overlooked. Ignoring or overlooking this important aspect of a financial plan can have dire consequences. Although insurance products fall outside the scope of advisory and fiduciary services, Ridge Capital Advisors always considers proper integration of life insurance in a financial plan.
should be performed with a clear understanding of where you are today in relationship to where you are heading. An analysis of the amount of risk you are willing to acept to get there is critical and then creating a workable plan to reach your future income is key.
is necessary for anyone with an investment or retirement account. Strategies are available that can help you with efficient wealth transfer.
Important legal information