Alpharetta, GA Windward Concourse Office

Ridge Capital Management provides wealth management and financial planning services to individuals (including high-net-worth clients), trusts, estates, corporations, and retirement plan sponsors. Services include discretionary and non-discretionary portfolio management, financial and estate planning coordination (including an online document platform for simple estates), pension consulting, and assistance selecting or monitoring third‑party managers.

The firm builds client strategies around stated goals and risk tolerances using asset allocation, diversification, rebalancing, and both fundamental and technical analysis, investing across U.S. and international equities, fixed income, ETFs, mutual funds, and alternative investments. RCM may recommend the use of margin, options, or borrowing in managed accounts when appropriate and will monitor sub‑advisors and third‑party managers it selects.

RCM’s advisors also operate as registered representatives of a broker‑dealer and as licensed insurance agents, offering commission‑based brokerage and insurance products in addition to advisory services; these arrangements and a transition-related forgivable loan from their broker‑dealer platform are disclosed as potential conflicts and are managed through policies and client disclosures. The firm’s integration with the broker‑dealer and custody platform provides access to institutional services and reporting, while preserving client choice of custodian subject to operational due diligence.