Sky Ridge Wealth Management LLC
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About
Sky Ridge Wealth Management provides financial planning and portfolio management to individual and high‑net‑worth clients, as well as small businesses, through both discretionary and nondiscretionary engagements. The firm conducts an initial interview to document goals and may deliver broad or narrowly focused written plans and implementation services.
The firm’s investment process blends technical and cyclical analysis with a mix of active management, Core+Satellite, Modern Portfolio Theory and value investing, and portfolios are reviewed at least quarterly. Notably, Sky Ridge implements options and other derivative strategies within separately managed accounts—using Level 0 and Level 1 option approaches such as covered calls, protective puts, long calls/puts and combinations—as part of its tactical toolkit.
Compared with many supported peers, Sky Ridge is a small, boutique practice managing about $33.3 million for roughly 17 clients, which can allow for individualized plan delivery and account handling. The firm also emphasizes written investment guidelines, a formal code of ethics, and CFP®‑level professional standards in its oversight and client reporting.
Client services
Expertise
Fee options
$0 - $249,999: 1.25% annually $250,000 - $499,999: 1.00% annually $500,000 - $999,999: 0.90% annually $1,000,000 - $1,999,999: 0.80% annually $2,000,000 - $4,999,999: 0.70% annually $5,000,000+: 0.55% annually
$100 per hour billed in 10-minute increments for financial planning services.
Fee-only: Hourly fee of $100 per hour billed in 10-minute increments for financial planning services; fee may be waived.
Main office
Castle Pines CO
Advisors at this office
2
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
John F
Series 63
Castle Pines, CO
Sky Ridge Wealth Management LLC
John Ferguson is a financial advisor with Sky Ridge Wealth Management LLC, holding a Series 63 designation and 27 years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and The Western Wealth Group, Inc. He is based in Mt. Crested Butte, Colorado. Sky Ridge Wealth Management serves individual and high-net-worth clients as well as small businesses, offering financial planning and portfolio management with a blend of technical and cyclical analysis, active asset management, and value investing. The firm incorporates option and derivative strategies in managed accounts and maintains a small client base to allow for frequent portfolio reviews and close oversight.
Ryan G
CFP®, Series 63, Series 65
Castle Pines, CO
Sky Ridge Wealth Management LLC
Ryan Green is a CFP® certificant with 24 years of industry experience, currently serving as an advisor at Sky Ridge Wealth Management LLC since 2016. He holds Series 63 and Series 65 licenses. Sky Ridge Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, as well as small businesses, using a combination of discretionary and nondiscretionary approaches. The firm integrates technical and cyclical analysis with various investment strategies, including options and derivative techniques, and manages portfolios with regular reviews and formal investment guidelines.
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