Clear Ridge Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) based in Kalamazoo, MI. They take a holistic approach to wealth management, offering evidence-based strategies and a fiduciary standard to help clients achieve their financial goals, while also considering tax planning, estate planning, risk management, retirement funding, and charitable giving.
With a commitment to providing efficiency, clarity, consistency, and transparency, Clear Ridge works closely with individuals and families at all stages of wealth-building, offering personalized strategies and a deep understanding of their clients' needs. As an independently owned firm, they have aligned themselves with nationally recognized industry thought leaders, ensuring access to sophisticated solutions and a direct relationship with the owners of the company.
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