A complete list of active advisors currently associated with Ridgeline Private Wealth

Warmer can help you find a great advisor at Ridgeline Private Wealth or one who fits your needs even better.

Ridgeline Private Wealth serves individual and high‑net‑worth clients, as well as trusts, estates, small businesses and retirement plan sponsors, providing portfolio management, combined financial planning and investment consulting. The firm manages roughly $173 million for about 185 clients and operates with a four‑adviser team offering both discretionary portfolio management and plan‑sponsor consulting. The firm’s investment process blends quantitative, fundamental, technical and economic analysis to align model-driven allocations with client goals, and it conducts ongoing portfolio reviews and oversight of sub‑advisors. Ridgeline also provides specialized consulting for private placements, Delaware Statutory Trusts (DSTs) and Qualified Opportunity Funds (QOFs), including sponsor due diligence and property visits, and combines planning and management under single engagement agreements. Compared with many similar team firms, Ridgeline publicly uses client testimonials and cites third‑party ratings in its advertising, disclosures the firm notes are part of its marketing materials. The brochure also highlights service distinctions such as retirement plan fiduciary consulting, active use of sub‑advisors, and a limited role on cryptocurrency (the firm disclaims providing crypto investment advice and limits its role to executing client‑directed trades).

To learn more about the advisors currently working at Ridgeline Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.