President & Co-Founder
Sierra Ridge Wealth Management is a full-service financial firm committed to helping people achieve their financial goals. Reaching your long-term financial objectives hinges on having the right plan — one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That’s where Sierra Ridge Wealth Management comes in. Whether your concern is not having enough money to last throughout your retirement or protecting your assets from inflation, we can help you. We provide a fully integrated approach to building and protecting your wealth, including customized portfolio management strategies and asset protection structures. We work with you to reach new heights together.
We serve individuals and businesses in all areas of financial management, including:
- Retirement planning
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
- Tax management
Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
- Estate planning
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
- Risk management
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
- Education funding
Recommending investment and accumulation strategies to help you pay for your children’s education.
- Investment Planning
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
- Employee and executive benefits
Helping your business attract and retain qualified employees through benefit packages.