Ridge Gate Financial, LLC

Ridgegate Financial is an independent Registered Investment Advisor firm providing services which include Financial Planning, Wealth Preservation and Management, and Advocacy. We provide our services through our in-house staff and an extended team of experts. We will identify your resources and your individual needs, your ability to tolerate risk and your goals. We will create a plan which you can understand and refer to as a useful, working document. You are under no obligation to implement your plan with Ridgegate Financial, however most clients do implement some part or all of the plan which then becomes the basis for our ongoing relationship. We then work with you with regularly scheduled reviews, communications, and follow up. You will never be abandoned as an “orphan client.” We are Independent. What does that mean to you? It means that we are not owned or controlled by any parent company (like the large national wire-house brokers that have dominated the investment landscape for most of the last fifty years). Independence means that we can choose from any solution, tool, or product to help you reach your goal. We have no home-office mandating that we move some quota of product. Independence is very important to us. We are Fiduciaries. As a fee-based fiduciary advisor, we have no incentive to make unnecessary trades in our client accounts. We do not make commissions on securities transactions. We have a legal duty to act in your best interest. We are Resourceful. A specialty of Ridgegate’s is our pioneering work in Forensic Planning. The financial and investment industry is complicated and getting more so each year. When a consumer is taken advantage of by someone in the financial industry, it is often difficult to sort out what happened and what was said or promised by whom. While some disputes are the result of greed or fraud, many are the result of misunderstandings. We are not attorneys, but we work closely with attorneys sorting out difficult cases including elder abuse, unsuitable sales of products, and other problem transactions. With a thorough review of the facts, we help prepare cases for them to be handled by attorneys or turned over to regulators.

Address: Denver Tech Center, 8310 S. Valley HWY, 3rd Floor Englewood, CO 80112, USA

Phone: +1 303 791 2253
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