WELCOME TO RIDGE CAPITAL ADVISORS, LLC

A Registered Investment Advisor focusing on individual planning through accurate risk assessment and money management.

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PLANNING

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.

Click here to get started 

REALIZATION

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.

SUPPORT

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.

ABOUT US

Ridge Capital Advisors, LLC is a registered investment advisor.  All Ridge Capital advisor's are required to adhere to a fiduciary standard of care laid out in the US Investment Advisers Act of 1940.  Serving our client's best interest is not only a legal requirement, it is a core belief of our entire team of advisors.

 

Our Philosophy

Ridge Capital Advisors, LLC exists for a very clear reason.  We believe that investors who rely on investment professionals deserve understandable strategies that perform, while at the same time seek less risk and lower expenses.  Our individually tailored models eliminate fee layering and are continually looking for changes in cost and performance.  If we can reduce your cost and maintain the integrity of your account, we will make a change for your benefit.

 

Meet The Team

Kelly Kleinsasser

CLU, ChFC

Founder/Principal

Tucson, Arizona

520-544-7607

Mario Rodriguez

ChFC, CRPC, CASL

Investment Advisor

Carmichael, California

916-977-0500

Anthony Carrao

Investment Advisor

Phoenix, Arizona

623-523-0444

Steve

Finley

CLU, ChFC

Investment Advisor

Oro Valley, Arizona

520-544-7603

 

"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

 

Our Services

What Can Ridge Capital Advisors Do For You?

Investment Strategy

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.

Model Trading

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.

Third-Party

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.

Insurance Planning

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.

Retirement Planning

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.

Estate Planning

is necessary for anyone with an investment or retirement account. Strategies are available that can help you with efficient wealth transfer.

Documentation

Important legal information

Client Agreement

Privacy Policy

How we handle your confidential information

Broker Check

Research the background of an investment professional

ADV Part 2

Required disclosure and firm brochure

Client Agreement

Contact Us for a copy

 

Contact Us

Get in touch

Oro Valley, AZ

Phoenix, AZ

Carmichael, CA

520-544-7607

225-831-1394

916-977-0500

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