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 and financial planning to individuals, high‑net‑worth clients, charitable organizations, and businesses. The firm delivers investment management on a discretionary or non‑discretionary basis and also offers standalone ongoing financial planning and separate tax preparation services performed by supervised personnel. The firm emphasizes asset allocation and a blend of active and passive strategies informed by fundamental analysis and modern portfolio theory, and it can implement model‑based portfolios through custodian platforms. Ridgepoint routinely recommends and monitors third‑party outside managers for portions of client portfolios and accommodates reasonable, written client‑imposed investment restrictions. Distinctive for its registration profile, Ridgepoint offers standalone ongoing financial planning on a fixed‑fee basis and provides portfolio management for individual clients—services that are less common among similarly categorized firms—while disclosing that it does not serve as an adviser to private funds. The adviser operates on a fee‑only basis, does not accept transaction‑based compensation, and describes its use of custodial platforms and outside managers when constructing and supervising client accounts.

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	Rancho Palos Verdes, CA	4

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