What Can We Do for You?
One of our core beliefs at Shira Ridge is that our clients are more financially satisfied and enjoy their lives more when they have a personal financial plan and wealth management strategy that is tailored to help them reach their own unique goals. A good plan contains meaningful information, actionable recommendations, and should be reviewed and updated regularly.
Having a plan is vital to helping you feel more confident and prepared for your future.
Shira Ridge uses thoughtful investment management strategies designed to respect the markets’ movements.
- We believe that you should be able to sleep at night, without sticking your money under your mattress
- We believe that your money should be managed one way when you're accumulating it, and should be managed an alternative way when you are starting to withdraw from it
- We believe that we should focus on what we can control - taxes, spending, savings, consistency.
- We believe that we can simplify the process, and the results, for you
- We believe that having an experienced financial partner greatly increases your chances for financial success
- We believe that having knowledge, relying on facts, and having a financial advisor who acts as a fiduciary with integrity and transparency, are non-negotiable