A complete list of active advisors currently associated with Ridgepoint Wealth Partners LLC

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

Ridgepoint Wealth Partners LLC provides wealth management, investment management, and financial planning to individuals, high-net-worth individuals, charitable organizations, and businesses. The firm operates as a fee-only adviser and also offers tax-preparation services performed by supervised personnel; financial planning is available as a standalone or at no additional fee when elected alongside investment management. The firm’s investment approach emphasizes asset allocation grounded in modern portfolio theory and employs a mix of passive and active strategies, with security and fund selection guided by factors such as underlying holdings, liquidity, and tax efficiency. It uses institutional custody platforms (Schwab and Fidelity), accesses model-based strategies through Schwab’s Model Market Center, and may implement portfolios directly or by recommending independent outside managers on a discretionary basis. Noteworthy aspects include that the firm is newly formed and reported no assets under management or clients as of the brochure date, and it is not organized as a solo practitioner, a structure that is less common among similar independents. The firm also discloses in-house tax-preparation services and that its principal maintains a separate, non-investment role involving financial/AI training—details the firm identifies as part of its capacity and service disclosures.

To learn more about the advisors currently working at Ridgepoint Wealth Partners 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
Wayne Park	Rolling Hills Estates Hills Estatespalos Verdes, CA	4

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