The Shira Ridge Difference
Acting as a Fiduciary, we believe in putting our Clients' best interests first
We get to know you: We want to get to know you, your life, your needs, concerns, and objectives. We are active listeners who genuinely care about you, your business, your family, and your goals.
We help envision your future: What is important to you? What do you want your life to look like, now and in the future? Our experience in collaborating with you to discover and envision your future is what sets us apart as planners. Active listening with experienced advice creates a dynamic experience.
We commit to you: We are committed to integrity, respect, confidence, teamwork, good citizenship, personal accountability, collaboration, empowerment, self-sufficiency, family values, enjoyment of life, compassion, and goodness. We incorporate these commitments into every relationship.
We are results oriented: We use multiple investment strategies* that are designed to respect the ups and downs of the markets. If the worst possible scenario keeps you awake at night, we will put strategies in place that will seek to provide you with peace of mind.
People start working with Shira Ridge because they are ready to take control of their financial future and are tired of living with financial guessing.
People stay with Shira Ridge because of our unwavering commitment to the ongoing success, happiness, and peace of mind of our clients—collaborating with them in achieving their personal goals.
* No strategy assures success or guarantees against loss.