We’re planners and financial strategists. We don’t pretend that we can predict the future. Instead, we construct our client financial plans so that they are positioned for what global capital markets provide. Importantly, we help our clients develop a path to achieving their goals and then walk with them along the way.
What sets Clear Ridge apart is the ability to truly manage wealth holistically—from growth, preservation and protection to generational transfer and charitable giving—by employing a breadth of evidence-based strategies and the fiduciary honesty that our company is built around.
As a fee-only Registered Investment Advisor (RIA), we are fiduciaries. What does this mean? By law, for any recommendation we make to our clients, we must believe it is the best possible solution. Period. We do not sell products, rather only receive an advisory fee for our services. We are on the same side of the table with our clients.
Of course every financial advisor manages their own money, but we feel we wouldn’t be living up to our own moral standards by not investing in the same vehicles and employing the same strategies we recommend day in and day out to our clients. Need proof? Just ask.
Investing in ways that enable broad diversity, low costs and appropriate levels of risk has been proven after years of peer-reviewed research to demonstrate this as the most effective way to capture market returns. We value academic research over the flucuating opinions and fads that dominate financial news reporting.
There are many dimensions to wealth, and we are committed to integrating, enhancing and advising on all aspects. We’re not just here to grow your wealth, we’re also here to protect it by considering tax planning, estate planning, risk management, retirement funding and charitable giving when developing your unique wealth management plan.
We don’t believe that there is a single definition of wealth. We prefer to listen to our clients and build plans that meet their personal goals. We are here to simplify our clients’ lives by providing efficiency, clarity, consistency and transparency in handling all aspects of their financial lives to set them up for long-term wealth stability.
We were born and raised in West Michigan and our firm is independently owned. While our roots are here, we stretched our reach by aligning ourselves with a deep bench of nationally recognized industry thought leaders through our relationship with Buckingham Strategic Partners (BSP).
Why is this valuable? It means that our clients work directly with an owner of our firm, and we work with some of the top minds in financial planning and investment management. This translates to sophisticated, creative solutions to individual client circumstances.
Clear Ridge works with individuals and families building wealth, planning for future needs and offering a consistent voice of reason to financial matters. We work to set our clients on a clear financial path forward, no matter where they are in life.
As independant wealth advisors, we’re able to dedicate a large amount of time working with each of our clients; asking questions, formulating strategies and consistently reviewing goals. This deep personal relationship is something that sets Clear Ridge apart. While other firms try to portray a plan for infinite appreciation of capital, we offer an infinite appreciation of our clients’ needs.
This understanding allows our clients to shift their focus to what’s truly important to them: their families, their health, their career and achieving their aspirations.
Office Address
259 East Michigan Avenue
Suite 105
Kalamazoo, MI 49007
Telephone
269.381.1700
Clear Ridge Wealth Management is registered with the U.S. Securities and Exchange Commission. Handy compliance documents can be downloaded to the right. Not seeing what you're looking for? Contact us for help.
©2024 Clear Ridge Wealth Management
