High Ridge team in suits in front of a blue background

We put you first.

At High Ridge Wealth Management, we provide comprehensive planning for individuals and businesses. We believe in being attuned to your needs and utilizing our decades of experience to work in finding the right strategies for you and your financial goals.

Qualify

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Hello- nice to meet you! We start every new client relationship with an introduction meeting. This is a great time of getting to know each other, asking questions, and allows both sides to feel comfortable moving forward.

Discover

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Together, we discover and define where you're at and where you'd like to go. We'll gain a complete understanding of exactly what you want your plan to accomplish. We develop a clear investment strategy for you utilizing our Envision process.

Execute

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We put your strategy to work for you. We handle the paperwork and establish any necessary new accounts. You will be fully equipped with online access instructions and a customized Family Wealth Advantage binder to organize important information. 

Develop

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A key strength of your customized strategy and a core principle of our Envision process is the continued monitoring of the your plan. When you request periodic reviews, we can help ensure your plan remains in alignment with your goals- even as your goals change over time.

With a structured plan and a process for maintaing it in place, you'll always know what's been done, what's coming next, and that we're here to help take care of it all. 

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Our Services

We offer the investment process as a value-added service designed to help you reach your financial goals, and we welcome the opportunity to meet with you!

We believe in long-term relationships. In contrast to many other firms in the industry, we focus on supporting the client-advisor relationship rather than the client-firm relationship. We believe this philosophy clearly sets us apart from our peers and we strive to earn your continued trust.

Wells Fargo Advisors Financial Network is one of the nation’s largest full-service retail investment companies and a non-bank affiliate of Wells Fargo & Company.

Our Location

We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.