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Our Mission

               “Our Mission is to make a positive difference
                   in our clients' lives and in our community”

At Shira Ridge we are passionate about helping people prepare for, and believe in, the integrity and possibility of their desired financial future. We strive to ensure that our clients’ plans and goals stay on track in spite of the emotional demands that often can derail the best of plans. Our view is that the financial journey should be enlightening...enjoyable...and empowering.

Here is our Value Proposition to you:

We will help you to visualize, define and achieve enjoyment with your financial future.


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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Shira Ridge Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Shira Ridge Wealth Management and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Shira Ridge Wealth Management unless a client service agreement is in place.  

The Financial Advisors associated with this site may only discuss and/or transact securities business with residents of California, Idaho, Oregon, Washington, New York, and Arizona.