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The Client Experience

As a Fiduciary, we are committed to working in your best interests

Getting to Know You

When you work with Shira Ridge, you’ll enjoy the experienced perspective of a team who will understand your lifestyle and what’s important to you. Being able to live your life the way you'd like to, enjoying your journey along the way, is at the heart of what we do.

Spend it Now? Spend it Later?

This is what drives our passion for financial planning—wanting to help our clients enjoy their lifestyle choices, both today and in the future. We help to guard again spending it all now and hoping for the best later - hope is not a strategy. And we strive to make sure that you're not needlessly forsaking your current choices to provide a 'more than you would ever spend' future. There is a balance, and we will help you find and achieve that.

Insight & Integrity

Your investments will be managed with a high level of insight and integrity with the benefit of a more personal touch. Since we act as a fiduciary, you will see that we are dedicated to working tirelessly on your behalf.