RidgePoint Wealth Advisors LLC is a fee-only Registered Investment Advisor (RIA) providing financial planning and portfolio management services for individuals and families. As an RIA, we are held to the Fiduciary Standard which requires that we act solely in our client’s best interest when offering personalized financial advice. We are compensated only by the fees our clients pay us thus, we only work for you. Working under this philosophy, we do not collect commissions or sell products.
Financial decisions and planning should be centered on your goals and values. Only after these are shared will we delve into your resources, time horizon and risk tolerance to determine the best path to realize your financial aspirations.