San Rafael, CA Office
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Shira Ridge Wealth Management
Supported
Firm-wide stats for Shira Ridge Wealth Management
About
Shira Ridge serves individuals, high-net-worth clients, small business owners, and nonprofit organizations, providing discretionary asset management and comprehensive financial planning and consulting. Its services include portfolio construction using mutual funds and ETFs, retirement and stock option planning, estate and charitable planning, tax and insurance reviews, and referrals to outside specialists when needed.
The firm typically begins client relationships with a written wealth plan and tailors investment strategies to each client’s goals, reviewing portfolios at least quarterly and updating plans annually. Investment methods combine diversification and tax-aware strategies with both fundamental and technical analysis, and the firm may implement portions of client programs through separate managed account managers.
Compared with many peers, Shira Ridge integrates a planning-first approach with access to separate managed account programs offered through institutional platforms (including Charles Schwab’s managed account program and AssetMark) and retains discretion to select or replace sub-managers. The firm operates as an independent, fee-only adviser that describes itself as a Level Fee Fiduciary under DOL standards, requires clients to custody assets at its recommended custodian, and does not participate in wrap fee programs.
Based on Shira Ridge Wealth Management
Expertise
Based on Shira Ridge Wealth Management
Location
999 Fifth Avenue, Suite 590
San Rafael CA 94901
Advisors at this office
2
Advisors at this office
Heidi M
Series 63
San Rafael, CA
Shira Ridge Wealth Management
Heidi Morshead is a financial advisor at Shira Ridge Wealth Management in San Rafael, CA, with 18 years of industry experience. She holds a Series 63 designation and has been with Shira Ridge since 2012. Outside of her advisory role, she is involved in a consulting business related to real estate. Shira Ridge Wealth Management serves individual and high-net-worth clients, as well as small business owners, managing approximately $323 million in discretionary assets. The firm focuses on portfolio management, comprehensive financial planning, and coordinating separate managed accounts, emphasizing diversification, tax-aware strategies, and regular portfolio reviews.
Tuvshinjargal O
Series 66
San Rafael, CA
Shira Ridge Wealth Management
Tuvshinjargal Odeh is a financial advisor at Shira Ridge Wealth Management with two years of industry experience. She holds the Series 66 designation and has worked previously at firms including EQIS Capital Management and LPL Financial. Shira Ridge Wealth Management serves individual and high-net-worth clients, as well as small business owners, managing approximately $323 million in discretionary assets. The firm provides portfolio management, comprehensive financial planning, and consulting, emphasizing diversification, tax-aware implementation, and quarterly portfolio reviews.
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