A complete list of active advisors currently associated with RidgePoint Wealth Advisors LLC

Warmer can help you find a great advisor at RidgePoint Wealth Advisors LLC or one who fits your needs even better.

RidgePoint Wealth Advisors LLC is an independent registered investment adviser that serves individual and high‑net‑worth clients with discretionary portfolio management and financial planning services. The firm reports roughly $12.2 million in discretionary assets across a small number of client relationships and provides Investment Policy Statements, regular portfolio monitoring, and one‑time financial plans. The firm’s investment approach is grounded in modern portfolio theory and long‑term trading, with portfolios generally constructed from mutual funds, ETFs, equities, and fixed‑income securities. RidgePoint typically seeks discretionary trading authority, documents client risk tolerance in written Investment Policy Statements, and discloses that it acts as a fiduciary when advising retirement accounts and IRAs. Noteworthy for a solo independent adviser, RidgePoint describes providing advice related to retirement plan accounts and, in certain cases, managing retirement accounts using client‑provided login credentials, and it states it will undergo an annual independent audit for those arrangements. The firm requires custody at Schwab Institutional—accessing Schwab’s institutional services tied to custody thresholds—and operates with a small client base and negotiable, individualized fee arrangements.

To learn more about the advisors currently working at RidgePoint Wealth Advisors LLC, 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.

Name	Location	Years of experience
William Pfeiffer	Tolland, CT	12

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